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 | $65,332 | $214,378-69.5% | $200,582-67.4% | $142,382-54.1% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 53.13% | 46.41%+6.7pp | 42.33%+10.8pp | 217.08%-163.9pp |
| Employer contribution / active EE | $3,626 | $6,841-47.0% | $6,419-43.5% | $4,299-15.6% |
| Participant deferral / active EE | $12,141 | $9,865+23.1% | $9,331+30.1% | $6,507+86.6% |
| Admin fee / account holder | $299 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |