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 | $63,483 | $159,901-60.3% | $146,958-56.8% | $145,922-56.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 11.99% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,611 | $5,286-50.6% | $4,933-47.1% | $4,660-44.0% |
| Participant deferral / active EE | $5,757 | $8,428-31.7% | $8,070-28.7% | $6,688-13.9% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |