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 5-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 | $92,837 | $110,261-15.8% | $95,745-3.0% | $139,434-33.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.12% | 27.11%-8.0pp | 28.35%-9.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $14,553 | $3,257+346.8% | $2,835+413.4% | $4,751+206.3% |
| Participant deferral / active EE | $18,047 | $4,676+286.0% | $4,245+325.2% | $6,710+168.9% |
| Admin fee / account holder | $138 | $6,613-97.9% | $5,678-97.6% | $11,403-98.8% |