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 5-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 | $56,256 | $111,754-49.7% | $103,333-45.6% | $145,922-61.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.39% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $9,119 | $4,212+116.5% | $3,868+135.8% | $4,660+95.7% |
| Participant deferral / active EE | $6,592 | $5,619+17.3% | $5,057+30.3% | $6,688-1.4% |
| Admin fee / account holder | $296 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |