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 | $41,778 | $73,933-43.5% | $96,683-56.8% | $75,163-44.4% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 37.88% | 26.70%+11.2pp | 35.69%+2.2pp | 160.62%-122.7pp |
| Employer contribution / active EE | $3,884 | $2,928+32.7% | $3,737+3.9% | $2,670+45.5% |
| Participant deferral / active EE | $8,486 | $3,659+131.9% | $4,878+74.0% | $4,125+105.7% |
| Admin fee / account holder | $28 | $5,216-99.5% | $6,730-99.6% | $5,651-99.5% |