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 | $79,810 | $114,381-30.2% | $107,525-25.8% | $142,382-43.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,380 | $4,015-15.8% | $3,754-10.0% | $4,299-21.4% |
| Participant deferral / active EE | $14,139 | $5,564+154.1% | $5,116+176.4% | $6,507+117.3% |
| Admin fee / account holder | $48 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |