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 | $70,597 | $201,272-64.9% | $184,203-61.7% | $145,922-51.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 12.30% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,429 | $7,022-51.2% | $6,427-46.6% | $4,660-26.4% |
| Participant deferral / active EE | $8,910 | $9,806-9.1% | $9,131-2.4% | $6,688+33.2% |
| Admin fee / account holder | $48 | $16,364-99.7% | $13,901-99.7% | $13,397-99.6% |