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 | $84,309 | $214,378-60.7% | $200,582-58.0% | $142,382-40.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.41% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,753 | $6,841-45.1% | $6,419-41.5% | $4,299-12.7% |
| Participant deferral / active EE | $7,529 | $9,865-23.7% | $9,331-19.3% | $6,507+15.7% |
| Admin fee / account holder | $79 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |