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 | $70,607 | $88,672-20.4% | $105,223-32.9% | $82,448-14.4% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 18.92% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,373 | $3,048+43.5% | $3,689+18.6% | $2,551+71.4% |
| Participant deferral / active EE | $5,593 | $4,036+38.6% | $5,072+10.3% | $4,139+35.1% |
| Admin fee / account holder | $124 | $7,146-98.3% | $8,859-98.6% | $7,234-98.3% |