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 | $30,175 | $110,257-72.6% | $96,544-68.7% | $139,434-78.4% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 26.44% | 26.32%+0.1pp | 25.84%+0.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $6,997 | $3,620+93.3% | $2,965+136.0% | $4,751+47.3% |
| Participant deferral / active EE | $5,211 | $5,548-6.1% | $4,851+7.4% | $6,710-22.3% |
| Admin fee / account holder | $171 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |