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 | $26,353 | $46,553-43.4% | $64,056-58.9% | $75,163-64.9% |
| Participation rate | 97.1% | 65.9%+31.1pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 29.61% | 26.03%+3.6pp | 33.69%-4.1pp | 160.62%-131.0pp |
| Employer contribution / active EE | $2,979 | $1,974+50.9% | $2,747+8.5% | $2,670+11.6% |
| Participant deferral / active EE | $5,503 | $2,837+94.0% | $3,880+41.8% | $4,125+33.4% |
| Admin fee / account holder | $104 | $2,952-96.5% | $3,068-96.6% | $5,651-98.2% |