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 | $50,152 | $177,572-71.8% | $154,803-67.6% | $142,382-64.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.02% | 65.07%-43.0pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,956 | $4,810-59.3% | $4,305-54.6% | $4,299-54.5% |
| Participant deferral / active EE | $3,888 | $6,272-38.0% | $5,540-29.8% | $6,507-40.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |