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 3-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 | $73,955 | $74,888-1.2% | $71,209+3.9% | $142,382-48.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 23.59% | 345.14%-321.6pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,436 | $2,854+55.4% | $2,721+63.0% | $4,299+3.2% |
| Participant deferral / active EE | $17,846 | $4,454+300.6% | $4,175+327.4% | $6,507+174.2% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |