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 | $37,127 | $214,378-82.7% | $200,582-81.5% | $142,382-73.9% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 22.21% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,669 | $6,841-31.8% | $6,419-27.3% | $4,299+8.6% |
| Participant deferral / active EE | $3,724 | $9,865-62.2% | $9,331-60.1% | $6,507-42.8% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |