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 | $62,012 | $177,572-65.1% | $154,803-59.9% | $142,382-56.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.37% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,103 | $4,810+6.1% | $4,305+18.5% | $4,299+18.7% |
| Participant deferral / active EE | $8,501 | $6,272+35.6% | $5,540+53.4% | $6,507+30.6% |
| Admin fee / account holder | $71 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |