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 | $57,169 | $112,729-49.3% | $98,716-42.1% | $137,256-58.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 12.74% | 38.48%-25.7pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,154 | $2,725+52.4% | $2,279+82.3% | $4,156-0.1% |
| Participant deferral / active EE | $8,514 | $4,640+83.5% | $4,048+110.3% | $6,407+32.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |