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 | $59,539 | $71,050-16.2% | $93,606-36.4% | $80,856-26.4% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 18.70% | 11.26%+7.4pp | 133.20%-114.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,232 | $1,564+42.7% | $2,420-7.8% | $2,755-19.0% |
| Participant deferral / active EE | $6,363 | $4,034+57.8% | $4,411+44.2% | $4,296+48.1% |
| Admin fee / account holder | $63 | $6,945-99.1% | $8,285-99.2% | $6,918-99.1% |