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 | $51,948 | $183,519-71.7% | $155,509-66.6% | $145,922-64.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.69% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,110 | $5,313-60.3% | $4,672-54.8% | $4,660-54.7% |
| Participant deferral / active EE | $3,468 | $6,462-46.3% | $5,626-38.4% | $6,688-48.1% |
| Admin fee / account holder | $184 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |