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 | $27,040 | $117,983-77.1% | $101,794-73.4% | $142,382-81.0% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 20.71% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,605 | $2,773-42.1% | $2,289-29.9% | $4,299-62.7% |
| Participant deferral / active EE | $6,193 | $4,714+31.4% | $4,084+51.6% | $6,507-4.8% |
| Admin fee / account holder | $19 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |