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 | $68,758 | $165,984-58.6% | $164,813-58.3% | $145,922-52.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 14.13% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,595 | $5,273-50.8% | $4,341-40.2% | $4,660-44.3% |
| Participant deferral / active EE | $5,362 | $6,959-23.0% | $6,031-11.1% | $6,688-19.8% |
| Admin fee / account holder | $274 | $16,648-98.4% | $12,690-97.8% | $13,397-98.0% |