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 | $23,616 | $175,202-86.5% | $149,673-84.2% | $139,434-83.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 26.70% | 166.71%-140.0pp | 134.42%-107.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $6,708 | $5,474+22.5% | $4,818+39.2% | $4,751+41.2% |
| Participant deferral / active EE | $3,058 | $6,519-53.1% | $5,680-46.2% | $6,710-54.4% |
| Admin fee / account holder | $65 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |