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 | $94,428 | $91,552+3.1% | $133,956-29.5% | $79,858+18.2% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 16.23% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $7,243 | $2,384+203.9% | $3,919+84.8% | $2,471+193.1% |
| Participant deferral / active EE | $5,509 | $3,733+47.6% | $5,048+9.1% | $3,740+47.3% |
| Admin fee / account holder | $215 | $6,321-96.6% | $8,927-97.6% | $5,306-95.9% |