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 7-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 | $75,295 | $67,823+11.0% | $52,425+43.6% | $137,256-45.1% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 15.88% | 219.11%-203.2pp | 302.12%-286.2pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,238 | $1,163+6.4% | $914+35.4% | $4,156-70.2% |
| Participant deferral / active EE | $6,508 | $2,288+184.5% | $1,790+263.5% | $6,407+1.6% |
| Admin fee / account holder | $76 | $2,844-97.3% | $2,495-97.0% | $12,270-99.4% |