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 | $170,308 | $111,754+52.4% | $103,333+64.8% | $145,922+16.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.83% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,217 | $4,212+23.8% | $3,868+34.9% | $4,660+12.0% |
| Participant deferral / active EE | $13,534 | $5,619+140.9% | $5,057+167.6% | $6,688+102.4% |
| Admin fee / account holder | $250 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |