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 | $181,564 | $159,602+13.8% | $150,045+21.0% | $142,382+27.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 17.91% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,515 | $4,961-29.1% | $4,693-25.1% | $4,299-18.2% |
| Participant deferral / active EE | $8,708 | $8,310+4.8% | $7,997+8.9% | $6,507+33.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |