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 6-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 | $104,189 | $154,228-32.4% | $145,433-28.4% | $137,256-24.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.13% | 74.59%-60.5pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,318 | $4,804-10.1% | $4,554-5.2% | $4,156+3.9% |
| Participant deferral / active EE | $9,724 | $8,216+18.4% | $7,897+23.1% | $6,407+51.8% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |