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 | $200,332 | $177,572+12.8% | $154,803+29.4% | $142,382+40.7% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 16.17% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,378 | $4,810-50.6% | $4,305-44.8% | $4,299-44.7% |
| Participant deferral / active EE | $5,349 | $6,272-14.7% | $5,540-3.5% | $6,507-17.8% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |