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 6-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 | $81,340 | $179,726-54.7% | $156,263-47.9% | $142,382-42.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 17.86% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,073 | $5,069-19.7% | $4,333-6.0% | $4,299-5.3% |
| Participant deferral / active EE | $12,010 | $6,956+72.7% | $6,158+95.0% | $6,507+84.6% |
| Admin fee / account holder | $292 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |