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 | $82,689 | $179,726-54.0% | $156,263-47.1% | $142,382-41.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 18.12% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,825 | $5,069-44.3% | $4,333-34.8% | $4,299-34.3% |
| Participant deferral / active EE | $11,422 | $6,956+64.2% | $6,158+85.5% | $6,507+75.5% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |