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 | $27,990 | $89,753-68.8% | $107,525-74.0% | $84,808-67.0% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 31.18% | 29.48%+1.7pp | 181.32%-150.1pp | 40.90%-9.7pp |
| Employer contribution / active EE | $5,557 | $3,113+78.5% | $3,754+48.0% | $2,631+111.2% |
| Participant deferral / active EE | $4,507 | $4,056+11.1% | $5,116-11.9% | $4,212+7.0% |
| Admin fee / account holder | $248 | $7,222-96.6% | $8,919-97.2% | $7,344-96.6% |