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 | $65,635 | $124,281-47.2% | $109,143-39.9% | $167,490-60.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 22.09% | 26.04%-3.9pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $4,530 | $4,207+7.7% | $3,722+21.7% | $4,837-6.4% |
| Participant deferral / active EE | $8,787 | $5,255+67.2% | $4,653+88.8% | $6,341+38.6% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |