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 3-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 | $44,512 | $177,572-74.9% | $154,803-71.2% | $142,382-68.7% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,940 | $4,810+65.1% | $4,305+84.4% | $4,299+84.7% |
| Participant deferral / active EE | $5,344 | $6,272-14.8% | $5,540-3.5% | $6,507-17.9% |
| Admin fee / account holder | $295 | $16,786-98.2% | $14,329-97.9% | $12,624-97.7% |