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 | $28,151 | $148,534-81.0% | $135,903-79.3% | $139,434-79.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 34.61% | 79.19%-44.6pp | 68.23%-33.6pp | 372.94%-338.3pp |
| Employer contribution / active EE | $2,836 | $5,243-45.9% | $4,856-41.6% | $4,751-40.3% |
| Participant deferral / active EE | $16,540 | $8,100+104.2% | $7,758+113.2% | $6,710+146.5% |
| Admin fee / account holder | $197 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |