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 | $35,223 | $183,519-80.8% | $155,509-77.3% | $145,922-75.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.70% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $9,068 | $5,313+70.7% | $4,672+94.1% | $4,660+94.6% |
| Participant deferral / active EE | $7,415 | $6,462+14.7% | $5,626+31.8% | $6,688+10.9% |
| Admin fee / account holder | $34 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |