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 | $62,036 | $185,822-66.6% | $169,993-63.5% | $139,434-55.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.56% | 60.50%-36.9pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,690 | $7,590-77.7% | $6,785-75.1% | $4,751-64.4% |
| Participant deferral / active EE | $5,473 | $11,622-52.9% | $10,408-47.4% | $6,710-18.4% |
| Admin fee / account holder | $11 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |