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 3-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 | $25,029 | $175,202-85.7% | $149,673-83.3% | $139,434-82.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 170.14% | 166.71%+3.4pp | 134.42%+35.7pp | 372.94%-202.8pp |
| Employer contribution / active EE | $3,019 | $5,474-44.9% | $4,818-37.3% | $4,751-36.5% |
| Participant deferral / active EE | $13,075 | $6,519+100.6% | $5,680+130.2% | $6,710+94.9% |
| Admin fee / account holder | $55 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |