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 | $40,921 | $117,983-65.3% | $101,794-59.8% | $142,382-71.3% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 38.37% | 36.92%+1.5pp | 30.53%+7.8pp | 217.08%-178.7pp |
| Employer contribution / active EE | $2,615 | $2,773-5.7% | $2,289+14.2% | $4,299-39.2% |
| Participant deferral / active EE | $4,346 | $4,714-7.8% | $4,084+6.4% | $6,507-33.2% |
| Admin fee / account holder | $183 | $10,433-98.2% | $8,777-97.9% | $12,624-98.6% |