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 | $60,082 | $214,378-72.0% | $200,582-70.0% | $142,382-57.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.48% | 46.41%-25.9pp | 42.33%-21.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,464 | $6,841-64.0% | $6,419-61.6% | $4,299-42.7% |
| Participant deferral / active EE | $8,634 | $9,865-12.5% | $9,331-7.5% | $6,507+32.7% |
| Admin fee / account holder | $272 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |