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 | $167,352 | $109,982+52.2% | $97,226+72.1% | $145,922+14.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 68.85% | 242.90%-174.1pp | 75.13%-6.3pp | 561.29%-492.4pp |
| Employer contribution / active EE | $651 | $3,084-78.9% | $2,729-76.2% | $4,660-86.0% |
| Participant deferral / active EE | $1,184 | $4,676-74.7% | $4,264-72.2% | $6,688-82.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |