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 3-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 | $39,647 | $111,724-64.5% | $93,606-57.6% | $145,922-72.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 13.78% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,091 | $3,090-32.3% | $2,420-13.6% | $4,660-55.1% |
| Participant deferral / active EE | $11,904 | $4,912+142.3% | $4,411+169.8% | $6,688+78.0% |
| Admin fee / account holder | $153 | $10,250-98.5% | $8,285-98.1% | $13,397-98.9% |