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 | $55,148 | $209,336-73.7% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 89.5% | 87.3%+2.2pp | 86.7%+2.8pp | 80.0%+9.5pp |
| Annual return | 20.26% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,563 | $6,591-45.9% | $6,227-42.8% | $4,156-14.3% |
| Participant deferral / active EE | $6,204 | $9,614-35.5% | $9,135-32.1% | $6,407-3.2% |
| Admin fee / account holder | $9 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |