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 3-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 | $46,816 | $159,901-70.7% | $146,958-68.1% | $145,922-67.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 81.55% | 98.13%-16.6pp | 418.34%-336.8pp | 561.29%-479.7pp |
| Employer contribution / active EE | $2,312 | $5,286-56.3% | $4,933-53.1% | $4,660-50.4% |
| Participant deferral / active EE | $27,372 | $8,428+224.8% | $8,070+239.2% | $6,688+309.3% |
| Admin fee / account holder | $161 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |