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 10-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 | $75,324 | $74,888+0.6% | $71,209+5.8% | $142,382-47.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.84% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,019 | $2,854+5.8% | $2,721+11.0% | $4,299-29.8% |
| Participant deferral / active EE | $11,797 | $4,454+164.8% | $4,175+182.5% | $6,507+81.3% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |