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 7-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 | $81,659 | $162,781-49.8% | $133,956-39.0% | $158,922-48.6% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 17.97% | 41.94%-24.0pp | 45.09%-27.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,484 | $4,975-50.1% | $3,919-36.6% | $4,761-47.8% |
| Participant deferral / active EE | $6,239 | $5,911+5.6% | $5,048+23.6% | $5,982+4.3% |
| Admin fee / account holder | $227 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |