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 7-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 | $76,296 | $106,749-28.5% | $145,433-47.5% | $82,448-7.5% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 19.43% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,954 | $6,519+68.0% | $7,897+38.7% | $4,139+164.6% |
| Admin fee / account holder | $81 | $8,390-99.0% | $13,129-99.4% | $7,234-98.9% |