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 | $50,840 | $86,286-41.1% | $111,297-54.3% | $85,850-40.8% |
| Participation rate | 91.4% | 73.3%+18.1pp | 77.3%+14.1pp | 69.3%+22.1pp |
| Annual return | 15.78% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,042 | $2,043-0.1% | $2,731-25.2% | $2,565-20.4% |
| Participant deferral / active EE | $6,665 | $3,641+83.1% | $4,487+48.5% | $3,952+68.7% |
| Admin fee / account holder | $198 | $8,188-97.6% | $7,964-97.5% | $6,260-96.8% |