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 | $35,070 | $159,602-78.0% | $150,045-76.6% | $142,382-75.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.74% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $6,424 | $4,961+29.5% | $4,693+36.9% | $4,299+49.4% |
| Participant deferral / active EE | $8,280 | $8,310-0.4% | $7,997+3.5% | $6,507+27.3% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |