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 | $88,160 | $101,618-13.2% | $93,063-5.3% | $137,256-35.8% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 18.25% | 223.95%-205.7pp | 34.15%-15.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,651 | $2,707+34.9% | $2,476+47.4% | $4,156-12.2% |
| Participant deferral / active EE | $7,449 | $4,279+74.1% | $3,958+88.2% | $6,407+16.3% |
| Admin fee / account holder | $13 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |