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 | $47,566 | $109,982-56.8% | $97,226-51.1% | $145,922-67.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.92% | 242.90%-223.0pp | 75.13%-55.2pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,095 | $3,084-32.1% | $2,729-23.2% | $4,660-55.0% |
| Participant deferral / active EE | $5,532 | $4,676+18.3% | $4,264+29.7% | $6,688-17.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |