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 | $55,019 | $159,934-65.6% | $147,005-62.6% | $145,959-62.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 17.84% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $6,570 | $5,287+24.3% | $4,934+33.2% | $4,661+41.0% |
| Participant deferral / active EE | $12,973 | $8,427+53.9% | $8,070+60.8% | $6,689+94.0% |
| Admin fee / account holder | $8 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |