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 6-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 | $50,631 | $70,756-28.4% | $65,493-22.7% | $142,382-64.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 12.77% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,875 | $2,881-0.2% | $2,574+11.7% | $4,299-33.1% |
| Participant deferral / active EE | $5,749 | $4,637+24.0% | $3,961+45.1% | $6,507-11.7% |
| Admin fee / account holder | $274 | $6,559-95.8% | $5,028-94.6% | $12,624-97.8% |