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 | $44,694 | $175,202-74.5% | $149,673-70.1% | $139,434-67.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 18.52% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,369 | $5,474-75.0% | $4,818-71.6% | $4,751-71.2% |
| Participant deferral / active EE | $5,038 | $6,519-22.7% | $5,680-11.3% | $6,710-24.9% |
| Admin fee / account holder | $294 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |