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 | $141,659 | $183,519-22.8% | $155,509-8.9% | $145,922-2.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.04% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $8,841 | $5,313+66.4% | $4,672+89.2% | $4,660+89.7% |
| Participant deferral / active EE | $5,120 | $6,462-20.8% | $5,626-9.0% | $6,688-23.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |