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 | $35,174 | $90,348-61.1% | $75,972-53.7% | $145,922-75.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 11.89% | 620.88%-609.0pp | 359.55%-347.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,008 | $3,311-39.4% | $2,685-25.2% | $4,660-56.9% |
| Participant deferral / active EE | $6,315 | $5,162+22.3% | $4,255+48.4% | $6,688-5.6% |
| Admin fee / account holder | $262 | $8,467-96.9% | $6,467-96.0% | $13,397-98.0% |