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 | $69,856 | $177,572-60.7% | $154,803-54.9% | $142,382-50.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.94% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,391 | $4,810-8.7% | $4,305+2.0% | $4,299+2.1% |
| Participant deferral / active EE | $14,256 | $6,272+127.3% | $5,540+157.3% | $6,507+119.1% |
| Admin fee / account holder | $176 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |