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 | $43,318 | $157,256-72.5% | $141,162-69.3% | $152,861-71.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.41% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $5,815 | $5,261+10.5% | $4,735+22.8% | $4,762+22.1% |
| Participant deferral / active EE | $10,036 | $7,109+41.2% | $6,709+49.6% | $5,850+71.6% |
| Admin fee / account holder | $111 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |