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 | $29,796 | $53,822-44.6% | $75,696-60.6% | $85,850-65.3% |
| Participation rate | 74.1% | 69.1%+5.0pp | 74.8%-0.8pp | 69.3%+4.8pp |
| Annual return | 24.07% | 24.54%-0.5pp | 104.53%-80.5pp | 318.53%-294.5pp |
| Employer contribution / active EE | $3,312 | $2,017+64.2% | $2,743+20.7% | $2,565+29.1% |
| Participant deferral / active EE | $6,328 | $2,895+118.6% | $3,821+65.6% | $3,952+60.1% |
| Admin fee / account holder | $283 | $3,343-91.5% | $3,619-92.2% | $6,260-95.5% |