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 | $86,840 | $117,983-26.4% | $101,794-14.7% | $142,382-39.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 18.53% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,012 | $2,773+44.7% | $2,289+75.3% | $4,299-6.7% |
| Participant deferral / active EE | $3,537 | $4,714-25.0% | $4,084-13.4% | $6,507-45.6% |
| Admin fee / account holder | $75 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |