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 | $68,456 | $114,381-40.2% | $107,525-36.3% | $142,382-51.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.03% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,337 | $4,015-41.8% | $3,754-37.8% | $4,299-45.6% |
| Participant deferral / active EE | $8,458 | $5,564+52.0% | $5,116+65.3% | $6,507+30.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |