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 | $172,207 | $214,378-19.7% | $200,582-14.1% | $142,382+20.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 17.50% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,947 | $6,841-71.5% | $6,419-69.7% | $4,299-54.7% |
| Participant deferral / active EE | $8,295 | $9,865-15.9% | $9,331-11.1% | $6,507+27.5% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |