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 | $80,099 | $154,228-48.1% | $145,433-44.9% | $137,256-41.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 39.22% | 74.59%-35.4pp | 66.58%-27.4pp | 220.34%-181.1pp |
| Employer contribution / active EE | $10,344 | $4,804+115.3% | $4,554+127.1% | $4,156+148.9% |
| Participant deferral / active EE | $8,549 | $8,216+4.0% | $7,897+8.2% | $6,407+33.4% |
| Admin fee / account holder | $253 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |