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 | $158,398-75.9% | $126,539-69.9% | $142,382-73.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 20.49% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,930 | $4,650-58.5% | $3,674-47.5% | $4,299-55.1% |
| Participant deferral / active EE | $7,590 | $4,767+59.2% | $4,083+85.9% | $6,507+16.6% |
| Admin fee / account holder | $125 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |