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 | $154,294 | $74,888+106.0% | $71,209+116.7% | $142,382+8.4% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 19.26% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,686 | $2,854-5.9% | $2,721-1.3% | $4,299-37.5% |
| Participant deferral / active EE | $5,208 | $4,454+16.9% | $4,175+24.7% | $6,507-20.0% |
| Admin fee / account holder | $6 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |