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 | $26,544 | $175,202-84.8% | $149,673-82.3% | $139,434-81.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 87.65% | 166.71%-79.1pp | 134.42%-46.8pp | 372.94%-285.3pp |
| Employer contribution / active EE | $4,802 | $5,474-12.3% | $4,818-0.3% | $4,751+1.1% |
| Participant deferral / active EE | $7,076 | $6,519+8.5% | $5,680+24.6% | $6,710+5.4% |
| Admin fee / account holder | $113 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |