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 | $98,928 | $91,190+8.5% | $178,490-44.6% | $79,858+23.9% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 21.32% | 24.19%-2.9pp | 151.07%-129.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $2,238 | $3,256-31.3% | $5,011-55.3% | $2,471-9.4% |
| Participant deferral / active EE | $4,001 | $3,236+23.6% | $5,202-23.1% | $3,740+7.0% |
| Admin fee / account holder | $207 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |