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 4-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 | $62,036 | $109,413-43.3% | $156,263-60.3% | $84,808-26.9% |
| Participation rate | 81.3% | 72.7%+8.6pp | 78.9%+2.3pp | 68.3%+12.9pp |
| Annual return | 21.97% | 20.18%+1.8pp | 59.47%-37.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,750 | $2,907-5.4% | $4,333-36.5% | $2,631+4.5% |
| Participant deferral / active EE | $5,881 | $4,590+28.1% | $6,158-4.5% | $4,212+39.6% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |