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 3-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 | $34,371 | $117,983-70.9% | $101,794-66.2% | $142,382-75.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 26.54% | 36.92%-10.4pp | 30.53%-4.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,520 | $2,773+27.0% | $2,289+53.8% | $4,299-18.1% |
| Participant deferral / active EE | $6,365 | $4,714+35.0% | $4,084+55.9% | $6,507-2.2% |
| Admin fee / account holder | $2 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |