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 | $90,241 | $183,519-50.8% | $155,509-42.0% | $145,922-38.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.20% | 61.17%-35.0pp | 64.67%-38.5pp | 561.29%-535.1pp |
| Employer contribution / active EE | $11,039 | $5,313+107.8% | $4,672+136.3% | $4,660+136.9% |
| Participant deferral / active EE | $13,986 | $6,462+116.4% | $5,626+148.6% | $6,688+109.1% |
| Admin fee / account holder | $285 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |