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 | $59,806 | $214,378-72.1% | $200,582-70.2% | $142,382-58.0% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 21.61% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,704 | $6,841-60.5% | $6,419-57.9% | $4,299-37.1% |
| Participant deferral / active EE | $6,352 | $9,865-35.6% | $9,331-31.9% | $6,507-2.4% |
| Admin fee / account holder | $283 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |