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 | $45,925 | $159,602-71.2% | $150,045-69.4% | $142,382-67.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.01% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,159 | $4,961-56.5% | $4,693-54.0% | $4,299-49.8% |
| Participant deferral / active EE | $5,360 | $8,310-35.5% | $7,997-33.0% | $6,507-17.6% |
| Admin fee / account holder | $230 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |