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 | $52,942 | $214,378-75.3% | $200,582-73.6% | $142,382-62.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 20.27% | 46.41%-26.1pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,672 | $6,841-46.3% | $6,419-42.8% | $4,299-14.6% |
| Participant deferral / active EE | $10,591 | $9,865+7.4% | $9,331+13.5% | $6,507+62.8% |
| Admin fee / account holder | $70 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |