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 | $36,057 | $86,286-58.2% | $111,297-67.6% | $85,850-58.0% |
| Participation rate | 87.1% | 73.3%+13.8pp | 77.3%+9.8pp | 69.3%+17.8pp |
| Annual return | 21.18% | 19.99%+1.2pp | 54.65%-33.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $5,222 | $2,043+155.6% | $2,731+91.2% | $2,565+103.6% |
| Participant deferral / active EE | $12,402 | $3,641+240.7% | $4,487+176.4% | $3,952+213.8% |
| Admin fee / account holder | $13 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |