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 | $50,640 | $159,901-68.3% | $146,958-65.5% | $145,922-65.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.04% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,495 | $5,286-52.8% | $4,933-49.4% | $4,660-46.5% |
| Participant deferral / active EE | $8,025 | $8,428-4.8% | $8,070-0.6% | $6,688+20.0% |
| Admin fee / account holder | $65 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |