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 | $54,896 | $185,822-70.5% | $169,993-67.7% | $139,434-60.6% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 18.25% | 60.50%-42.3pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $7,087 | $7,590-6.6% | $6,785+4.4% | $4,751+49.2% |
| Participant deferral / active EE | $13,713 | $11,622+18.0% | $10,408+31.8% | $6,710+104.4% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |