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 5-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 | $35,724 | $117,983-69.7% | $101,794-64.9% | $142,382-74.9% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.2%+26.6pp | 80.1%+15.7pp |
| Annual return | 21.65% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,316 | $2,773-16.5% | $2,289+1.2% | $4,299-46.1% |
| Participant deferral / active EE | $7,710 | $4,714+63.6% | $4,084+88.8% | $6,507+18.5% |
| Admin fee / account holder | $168 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |