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 4-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 | $54,358 | $74,888-27.4% | $71,209-23.7% | $142,382-61.8% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 20.81% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,568 | $2,854+25.0% | $2,721+31.1% | $4,299-17.0% |
| Participant deferral / active EE | $6,459 | $4,454+45.0% | $4,175+54.7% | $6,507-0.7% |
| Admin fee / account holder | $256 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |