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 | $41,907 | $178,174-76.5% | $156,181-73.2% | $137,256-69.5% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.8%+17.0pp | 80.0%+15.9pp |
| Annual return | 18.67% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,886 | $4,972-1.7% | $4,294+13.8% | $4,156+17.6% |
| Participant deferral / active EE | $6,234 | $6,888-9.5% | $6,132+1.7% | $6,407-2.7% |
| Admin fee / account holder | $277 | $17,404-98.4% | $14,586-98.1% | $12,270-97.7% |