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 | $37,467 | $201,272-81.4% | $184,203-79.7% | $145,922-74.3% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 21.07% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,675 | $7,022-47.7% | $6,427-42.8% | $4,660-21.1% |
| Participant deferral / active EE | $7,100 | $9,806-27.6% | $9,131-22.2% | $6,688+6.2% |
| Admin fee / account holder | $193 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |