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 9-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 | $87,985 | $179,726-51.0% | $156,263-43.7% | $142,382-38.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 20.34% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $6,660 | $5,069+31.4% | $4,333+53.7% | $4,299+54.9% |
| Participant deferral / active EE | $9,159 | $6,956+31.7% | $6,158+48.7% | $6,507+40.8% |
| Admin fee / account holder | $57 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |