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 | $57,671 | $214,378-73.1% | $200,582-71.2% | $142,382-59.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 16.14% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,541 | $9,865+6.9% | $9,331+13.0% | $6,507+62.0% |
| Admin fee / account holder | $191 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |