See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,138 | $149,040-74.4% | $120,225-68.3% | $137,256-72.2% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 20.49% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,930 | $4,350-55.6% | $3,475-44.5% | $4,156-53.6% |
| Participant deferral / active EE | $7,590 | $4,655+63.1% | $3,999+89.8% | $6,407+18.5% |
| Admin fee / account holder | $125 | $6,348-98.0% | $5,696-97.8% | $12,270-99.0% |