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 | $93,247 | $104,974-11.2% | $95,585-2.4% | $142,382-34.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 17.51% | 210.33%-192.8pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,452 | $2,779+96.2% | $2,527+115.8% | $4,299+26.8% |
| Participant deferral / active EE | $5,923 | $4,352+36.1% | $4,023+47.2% | $6,507-9.0% |
| Admin fee / account holder | $10 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |