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 | $33,088 | $178,174-81.4% | $156,181-78.8% | $137,256-75.9% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 25.82% | 84.19%-58.4pp | 64.87%-39.1pp | 220.34%-194.5pp |
| Employer contribution / active EE | $4,416 | $4,972-11.2% | $4,294+2.8% | $4,156+6.3% |
| Participant deferral / active EE | $4,618 | $6,888-32.9% | $6,132-24.7% | $6,407-27.9% |
| Admin fee / account holder | $272 | $17,404-98.4% | $14,586-98.1% | $12,270-97.8% |