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 4-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 | $73,454 | $60,892+20.6% | $82,389-10.8% | $84,808-13.4% |
| Participation rate | 93.9% | 63.3%+30.7pp | 69.5%+24.4pp | 68.3%+25.6pp |
| Annual return | 17.88% | 37.29%-19.4pp | 28.67%-10.8pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,156 | $1,779+77.4% | $2,517+25.4% | $2,631+20.0% |
| Participant deferral / active EE | $12,267 | $3,179+285.9% | $4,155+195.3% | $4,212+191.3% |
| Admin fee / account holder | $208 | $5,467-96.2% | $7,231-97.1% | $7,344-97.2% |