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 | $37,645 | $48,795-22.8% | $65,493-42.5% | $84,808-55.6% |
| Participation rate | 80.3% | 67.0%+13.3pp | 73.1%+7.2pp | 68.3%+12.0pp |
| Annual return | 34.60% | 20.20%+14.4pp | 982.45%-947.8pp | 40.90%-6.3pp |
| Employer contribution / active EE | $2,509 | $1,930+30.0% | $2,574-2.5% | $2,631-4.6% |
| Participant deferral / active EE | $7,017 | $2,928+139.6% | $3,961+77.1% | $4,212+66.6% |
| Admin fee / account holder | $160 | $3,877-95.9% | $5,028-96.8% | $7,344-97.8% |