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 | $71,769 | $159,602-55.0% | $150,045-52.2% | $142,382-49.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 95.26% | 70.24%+25.0pp | 62.55%+32.7pp | 217.08%-121.8pp |
| Employer contribution / active EE | $1,303 | $4,961-73.7% | $4,693-72.2% | $4,299-69.7% |
| Participant deferral / active EE | $11,120 | $8,310+33.8% | $7,997+39.1% | $6,507+70.9% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |