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 | $38,261 | $59,101-35.3% | $77,163-50.4% | $75,163-49.1% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | 19.30% | 26.71%-7.4pp | 37.87%-18.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $9,143 | $1,995+358.3% | $2,535+260.7% | $2,670+242.5% |
| Participant deferral / active EE | $5,749 | $2,999+91.7% | $3,833+50.0% | $4,125+39.4% |
| Admin fee / account holder | $211 | $4,774-95.6% | $5,472-96.1% | $5,651-96.3% |