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 | $43,104 | $179,726-76.0% | $156,263-72.4% | $142,382-69.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 21.27% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,775 | $5,069-25.5% | $4,333-12.9% | $4,299-12.2% |
| Participant deferral / active EE | $9,394 | $6,956+35.0% | $6,158+52.5% | $6,507+44.4% |
| Admin fee / account holder | $218 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |