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 4-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 | $62,720 | $165,984-62.2% | $164,813-61.9% | $145,922-57.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 21.17% | 100.03%-78.9pp | 69.93%-48.8pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,382 | $5,273+2.1% | $4,341+24.0% | $4,660+15.5% |
| Participant deferral / active EE | $17,772 | $6,959+155.4% | $6,031+194.7% | $6,688+165.7% |
| Admin fee / account holder | $227 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |