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 | $46,582 | $165,984-71.9% | $164,813-71.7% | $145,922-68.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.46% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,409 | $5,273-54.3% | $4,341-44.5% | $4,660-48.3% |
| Participant deferral / active EE | $3,833 | $6,959-44.9% | $6,031-36.5% | $6,688-42.7% |
| Admin fee / account holder | $11 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |