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 | $75,503 | $159,901-52.8% | $146,958-48.6% | $145,922-48.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 30.94% | 98.13%-67.2pp | 418.34%-387.4pp | 561.29%-530.3pp |
| Employer contribution / active EE | $3,000 | $5,286-43.3% | $4,933-39.2% | $4,660-35.6% |
| Participant deferral / active EE | $9,407 | $8,428+11.6% | $8,070+16.6% | $6,688+40.7% |
| Admin fee / account holder | $286 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |