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 | $26,070 | $159,901-83.7% | $146,958-82.3% | $145,922-82.1% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 63.09% | 98.13%-35.0pp | 418.34%-355.2pp | 561.29%-498.2pp |
| Employer contribution / active EE | $1,111 | $5,286-79.0% | $4,933-77.5% | $4,660-76.2% |
| Participant deferral / active EE | $3,168 | $8,428-62.4% | $8,070-60.7% | $6,688-52.6% |
| Admin fee / account holder | $237 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |