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 | $41,626 | $172,111-75.8% | $150,298-72.3% | $137,256-69.7% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 210.86% | 69.37%+141.5pp | 62.79%+148.1pp | 220.34%-9.5pp |
| Employer contribution / active EE | $1,012 | $4,636-78.2% | $4,154-75.6% | $4,156-75.7% |
| Participant deferral / active EE | $3,090 | $6,166-49.9% | $5,453-43.3% | $6,407-51.8% |
| Admin fee / account holder | $247 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |