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 | $82,905 | $117,983-29.7% | $101,794-18.6% | $142,382-41.8% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 19.11% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,971 | $2,773+43.2% | $2,289+73.5% | $4,299-7.6% |
| Participant deferral / active EE | $7,237 | $4,714+53.5% | $4,084+77.2% | $6,507+11.2% |
| Admin fee / account holder | $19 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |