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 | $75,808 | $185,200-59.1% | $142,863-46.9% | $167,490-54.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 47.62% | 8555.70%-8508.1pp | 5637.54%-5589.9pp | 478.56%-430.9pp |
| Employer contribution / active EE | $6,229 | $5,604+11.1% | $4,144+50.3% | $4,837+28.8% |
| Participant deferral / active EE | $16,505 | $4,494+267.2% | $3,837+330.1% | $6,341+160.3% |
| Admin fee / account holder | $42 | $8,031-99.5% | $6,560-99.4% | $12,309-99.7% |