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 | $59,704 | $165,984-64.0% | $164,813-63.8% | $145,922-59.1% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 16.84% | 100.03%-83.2pp | 69.93%-53.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,488 | $5,273-33.9% | $4,341-19.7% | $4,660-25.2% |
| Participant deferral / active EE | $12,085 | $6,959+73.7% | $6,031+100.4% | $6,688+80.7% |
| Admin fee / account holder | $14 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |