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 | $42,206 | $109,881-61.6% | $150,045-71.9% | $84,808-50.2% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 25.91% | 28.25%-2.3pp | 62.55%-36.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $2,789 | $3,561-21.7% | $4,693-40.6% | $2,631+6.0% |
| Participant deferral / active EE | $7,834 | $6,636+18.1% | $7,997-2.0% | $4,212+86.0% |
| Admin fee / account holder | $155 | $8,568-98.2% | $13,435-98.8% | $7,344-97.9% |