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 | $72,628 | $175,202-58.5% | $149,673-51.5% | $139,434-47.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 28.25% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,862 | $5,474-29.5% | $4,818-19.8% | $4,751-18.7% |
| Participant deferral / active EE | $12,527 | $6,519+92.2% | $5,680+120.5% | $6,710+86.7% |
| Admin fee / account holder | $67 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |