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 7-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 | $56,899 | $51,175+11.2% | $70,515-19.3% | $75,163-24.3% |
| Participation rate | 84.4% | 60.9%+23.4pp | 68.3%+16.0pp | 67.2%+17.2pp |
| Annual return | 16.90% | 30.02%-13.1pp | 32.77%-15.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,414 | $1,826+32.2% | $2,973-18.8% | $2,670-9.6% |
| Participant deferral / active EE | $5,773 | $2,849+102.6% | $4,567+26.4% | $4,125+39.9% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |