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 | $56,695 | $72,071-21.3% | $68,368-17.1% | $137,256-58.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 17.87% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,876 | $2,788-32.7% | $2,649-29.2% | $4,156-54.9% |
| Participant deferral / active EE | $5,723 | $4,410+29.8% | $4,123+38.8% | $6,407-10.7% |
| Admin fee / account holder | $237 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |