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 | $104,974-16.0% | $95,585-7.8% | $142,382-38.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 18.25% | 210.33%-192.1pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,651 | $2,779+31.4% | $2,527+44.5% | $4,299-15.1% |
| Participant deferral / active EE | $7,449 | $4,352+71.2% | $4,023+85.2% | $6,507+14.5% |
| Admin fee / account holder | $13 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |