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 | $47,543 | $112,729-57.8% | $98,716-51.8% | $137,256-65.4% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 20.29% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,287 | $2,725-52.8% | $2,279-43.5% | $4,156-69.0% |
| Participant deferral / active EE | $4,780 | $4,640+3.0% | $4,048+18.1% | $6,407-25.4% |
| Admin fee / account holder | $136 | $10,129-98.7% | $8,703-98.4% | $12,270-98.9% |