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 | $51,831 | $179,726-71.2% | $156,263-66.8% | $142,382-63.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.41% | 77.86%-58.4pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,539 | $5,069-49.9% | $4,333-41.4% | $4,299-41.0% |
| Participant deferral / active EE | $8,714 | $6,956+25.3% | $6,158+41.5% | $6,507+33.9% |
| Admin fee / account holder | $184 | $17,272-98.9% | $14,255-98.7% | $12,624-98.5% |