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 | $26,446 | $74,888-64.7% | $71,209-62.9% | $142,382-81.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 29.20% | 345.14%-315.9pp | 282.51%-253.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $5,389 | $2,854+88.8% | $2,721+98.1% | $4,299+25.4% |
| Participant deferral / active EE | $8,891 | $4,454+99.6% | $4,175+112.9% | $6,507+36.6% |
| Admin fee / account holder | $224 | $5,568-96.0% | $5,349-95.8% | $12,624-98.2% |