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 | $32,720 | $159,602-79.5% | $150,045-78.2% | $142,382-77.0% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 21.78% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,684 | $4,961-66.1% | $4,693-64.1% | $4,299-60.8% |
| Participant deferral / active EE | $5,017 | $8,310-39.6% | $7,997-37.3% | $6,507-22.9% |
| Admin fee / account holder | $114 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |