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 | $78,147 | $148,534-47.4% | $135,903-42.5% | $139,434-44.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 16.83% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,633 | $5,243-30.7% | $4,856-25.2% | $4,751-23.5% |
| Participant deferral / active EE | $9,104 | $8,100+12.4% | $7,758+17.4% | $6,710+35.7% |
| Admin fee / account holder | $131 | $12,400-98.9% | $10,762-98.8% | $11,403-98.9% |