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 8-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 | $54,117 | $51,638+4.8% | $68,368-20.8% | $82,448-34.4% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 15.51% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,473 | $2,047+20.9% | $2,649-6.6% | $2,551-3.0% |
| Participant deferral / active EE | $6,515 | $2,914+123.6% | $4,123+58.0% | $4,139+57.4% |
| Admin fee / account holder | $190 | $4,643-95.9% | $5,150-96.3% | $7,234-97.4% |