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 | $60,456 | $114,381-47.1% | $107,525-43.8% | $142,382-57.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 20.53% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,634 | $4,015-9.5% | $3,754-3.2% | $4,299-15.5% |
| Participant deferral / active EE | $7,920 | $5,564+42.3% | $5,116+54.8% | $6,507+21.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |