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 | $55,123 | $158,398-65.2% | $126,539-56.4% | $142,382-61.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 24.42% | 593.76%-569.3pp | 425.95%-401.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $3,356 | $4,650-27.8% | $3,674-8.7% | $4,299-21.9% |
| Participant deferral / active EE | $7,371 | $4,767+54.6% | $4,083+80.6% | $6,507+13.3% |
| Admin fee / account holder | $21 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |