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 | $63,104 | $179,726-64.9% | $156,263-59.6% | $142,382-55.7% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 22.24% | 77.86%-55.6pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,186 | $5,069-17.4% | $4,333-3.4% | $4,299-2.6% |
| Participant deferral / active EE | $8,450 | $6,956+21.5% | $6,158+37.2% | $6,507+29.9% |
| Admin fee / account holder | $34 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |