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 | $27,863 | $148,534-81.2% | $135,903-79.5% | $139,434-80.0% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 22.58% | 79.19%-56.6pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,689 | $5,243-48.7% | $4,856-44.6% | $4,751-43.4% |
| Participant deferral / active EE | $5,587 | $8,100-31.0% | $7,758-28.0% | $6,710-16.7% |
| Admin fee / account holder | $190 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |