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 | $96,096 | $110,261-12.8% | $95,745+0.4% | $139,434-31.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.84% | 27.11%-9.3pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,120 | $3,257-34.9% | $2,835-25.2% | $4,751-55.4% |
| Participant deferral / active EE | $7,662 | $4,676+63.9% | $4,245+80.5% | $6,710+14.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |