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 | $68,161 | $111,754-39.0% | $103,333-34.0% | $145,922-53.3% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 23.13% | 24.77%-1.6pp | 24.88%-1.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,783 | $4,212-33.9% | $3,868-28.0% | $4,660-40.3% |
| Participant deferral / active EE | $9,034 | $5,619+60.8% | $5,057+78.6% | $6,688+35.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |