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 | $55,918 | $110,261-49.3% | $95,745-41.6% | $139,434-59.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 19.33% | 27.11%-7.8pp | 28.35%-9.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $10,909 | $3,257+234.9% | $2,835+284.8% | $4,751+129.6% |
| Participant deferral / active EE | $6,150 | $4,676+31.5% | $4,245+44.9% | $6,710-8.3% |
| Admin fee / account holder | $178 | $6,613-97.3% | $5,678-96.9% | $11,403-98.4% |