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 | $36,980 | $93,571-60.5% | $135,903-72.8% | $75,163-50.8% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+30.0pp |
| Annual return | 25.67% | 30.90%-5.2pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $5,105 | $3,537+44.4% | $4,856+5.1% | $2,670+91.2% |
| Participant deferral / active EE | $10,014 | $6,404+56.4% | $7,758+29.1% | $4,125+142.8% |
| Admin fee / account holder | $103 | $6,975-98.5% | $10,762-99.0% | $5,651-98.2% |