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 | $20,471 | $115,770-82.3% | $101,248-79.8% | $158,922-87.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 65.55% | 56.14%+9.4pp | 46.47%+19.1pp | 302.83%-237.3pp |
| Employer contribution / active EE | $2,407 | $4,175-42.3% | $3,660-34.2% | $4,761-49.5% |
| Participant deferral / active EE | $6,187 | $4,957+24.8% | $4,370+41.6% | $5,982+3.4% |
| Admin fee / account holder | $123 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |