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 | $111,814+52.3% | $103,374+64.7% | $145,959+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 | 24.89%-10.1pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,217 | $4,214+23.8% | $3,869+34.8% | $4,661+11.9% |
| Participant deferral / active EE | $13,534 | $5,618+140.9% | $5,058+167.6% | $6,689+102.3% |
| Admin fee / account holder | $250 | $9,754-97.4% | $8,394-97.0% | $13,398-98.1% |