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 | $56,751 | $172,111-67.0% | $150,298-62.2% | $137,256-58.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.59% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,489 | $4,636+18.4% | $4,154+32.1% | $4,156+32.1% |
| Participant deferral / active EE | $9,699 | $6,166+57.3% | $5,453+77.9% | $6,407+51.4% |
| Admin fee / account holder | $214 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |