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 | $91,122 | $183,592-50.4% | $155,567-41.4% | $145,959-37.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 21.80% | 61.24%-39.4pp | 64.74%-42.9pp | 561.95%-540.2pp |
| Employer contribution / active EE | $3,348 | $5,315-37.0% | $4,674-28.4% | $4,661-28.2% |
| Participant deferral / active EE | $4,923 | $6,464-23.8% | $5,628-12.5% | $6,689-26.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |