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 | $64,271 | $159,901-59.8% | $146,958-56.3% | $145,922-56.0% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 24.11% | 98.13%-74.0pp | 418.34%-394.2pp | 561.29%-537.2pp |
| Employer contribution / active EE | $3,257 | $5,286-38.4% | $4,933-34.0% | $4,660-30.1% |
| Participant deferral / active EE | $10,123 | $8,428+20.1% | $8,070+25.4% | $6,688+51.4% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |