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 | $50,109 | $117,983-57.5% | $101,794-50.8% | $142,382-64.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 19.89% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,035 | $2,773+153.7% | $2,289+207.4% | $4,299+63.6% |
| Participant deferral / active EE | $5,917 | $4,714+25.5% | $4,084+44.9% | $6,507-9.1% |
| Admin fee / account holder | $58 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |