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 4-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 | $67,832 | $159,901-57.6% | $146,958-53.8% | $145,922-53.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 30.63% | 98.13%-67.5pp | 418.34%-387.7pp | 561.29%-530.7pp |
| Employer contribution / active EE | $2,900 | $5,286-45.1% | $4,933-41.2% | $4,660-37.8% |
| Participant deferral / active EE | $5,345 | $8,428-36.6% | $8,070-33.8% | $6,688-20.1% |
| Admin fee / account holder | $17 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |