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 3-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 | $26,545 | $109,881-75.8% | $150,045-82.3% | $84,808-68.7% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 56.41% | 28.25%+28.2pp | 62.55%-6.1pp | 40.90%+15.5pp |
| Employer contribution / active EE | $2,969 | $3,561-16.6% | $4,693-36.7% | $2,631+12.8% |
| Participant deferral / active EE | $5,961 | $6,636-10.2% | $7,997-25.5% | $4,212+41.5% |
| Admin fee / account holder | $171 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |