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 | $74,992 | $209,336-64.2% | $197,124-62.0% | $137,256-45.4% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 17.73% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,948 | $6,591-40.1% | $6,227-36.6% | $4,156-5.0% |
| Participant deferral / active EE | $8,152 | $9,614-15.2% | $9,135-10.8% | $6,407+27.2% |
| Admin fee / account holder | $138 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |