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 | $92,177 | $154,228-40.2% | $145,433-36.6% | $137,256-32.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 22.75% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,590 | $4,804-46.1% | $4,554-43.1% | $4,156-37.7% |
| Participant deferral / active EE | $5,789 | $8,216-29.5% | $7,897-26.7% | $6,407-9.6% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |