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 | $44,518 | $85,022-47.6% | $70,515-36.9% | $139,434-68.1% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 21.19% | 30.38%-9.2pp | 32.77%-11.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,506 | $3,909-10.3% | $2,973+17.9% | $4,751-26.2% |
| Participant deferral / active EE | $4,947 | $5,890-16.0% | $4,567+8.3% | $6,710-26.3% |
| Admin fee / account holder | $208 | $8,906-97.7% | $6,412-96.8% | $11,403-98.2% |