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 | $61,337 | $114,381-46.4% | $107,525-43.0% | $142,382-56.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.76% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $960 | $4,015-76.1% | $3,754-74.4% | $4,299-77.7% |
| Participant deferral / active EE | $6,074 | $5,564+9.2% | $5,116+18.7% | $6,507-6.7% |
| Admin fee / account holder | $233 | $9,860-97.6% | $8,919-97.4% | $12,624-98.2% |