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 | $59,806 | $156,846-61.9% | $121,098-50.6% | $139,434-57.1% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 28.37% | 1474.56%-1446.2pp | 985.75%-957.4pp | 372.94%-344.6pp |
| Employer contribution / active EE | $3,631 | $5,536-34.4% | $4,164-12.8% | $4,751-23.6% |
| Participant deferral / active EE | $8,091 | $4,844+67.0% | $4,080+98.3% | $6,710+20.6% |
| Admin fee / account holder | $251 | $6,946-96.4% | $5,644-95.5% | $11,403-97.8% |