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 | $89,753-21.3% | $107,525-34.3% | $84,808-16.7% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 18.92% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,373 | $3,113+40.5% | $3,754+16.5% | $2,631+66.2% |
| Participant deferral / active EE | $5,593 | $4,056+37.9% | $5,116+9.3% | $4,212+32.8% |
| Admin fee / account holder | $124 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |