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 | $57,606 | $159,602-63.9% | $150,045-61.6% | $142,382-59.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.97% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,347 | $4,961+27.9% | $4,693+35.2% | $4,299+47.6% |
| Participant deferral / active EE | $13,278 | $8,310+59.8% | $7,997+66.0% | $6,507+104.0% |
| Admin fee / account holder | $180 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |