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 | $68,549 | $183,519-62.6% | $155,509-55.9% | $145,922-53.0% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 15.30% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,529 | $5,313+4.1% | $4,672+18.3% | $4,660+18.7% |
| Participant deferral / active EE | $6,571 | $6,462+1.7% | $5,626+16.8% | $6,688-1.7% |
| Admin fee / account holder | $47 | $19,313-99.8% | $15,912-99.7% | $13,397-99.6% |