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 | $42,390 | $159,901-73.5% | $146,958-71.2% | $145,922-71.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 44.88% | 98.13%-53.2pp | 418.34%-373.5pp | 561.29%-516.4pp |
| Employer contribution / active EE | $5,523 | $5,286+4.5% | $4,933+12.0% | $4,660+18.5% |
| Participant deferral / active EE | $9,449 | $8,428+12.1% | $8,070+17.1% | $6,688+41.3% |
| Admin fee / account holder | $199 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |