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 | $86,172 | $214,378-59.8% | $200,582-57.0% | $142,382-39.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 20.16% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,551 | $6,841-48.1% | $6,419-44.7% | $4,299-17.4% |
| Participant deferral / active EE | $6,561 | $9,865-33.5% | $9,331-29.7% | $6,507+0.8% |
| Admin fee / account holder | $51 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |