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 | $55,906 | $105,181-46.8% | $159,436-64.9% | $85,850-34.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 21.14% | 45.07%-23.9pp | 263.57%-242.4pp | 318.53%-297.4pp |
| Employer contribution / active EE | $1,809 | $3,318-45.5% | $4,829-62.5% | $2,565-29.5% |
| Participant deferral / active EE | $6,666 | $5,945+12.1% | $7,352-9.3% | $3,952+68.7% |
| Admin fee / account holder | $217 | $6,933-96.9% | $10,799-98.0% | $6,260-96.5% |