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 | $65,206 | $111,535-41.5% | $105,223-38.0% | $137,256-52.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.77% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,046 | $3,939-22.7% | $3,689-17.4% | $4,156-26.7% |
| Participant deferral / active EE | $6,364 | $5,500+15.7% | $5,072+25.5% | $6,407-0.7% |
| Admin fee / account holder | $79 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |