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 | $240,934 | $214,378+12.4% | $200,582+20.1% | $142,382+69.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 19.37% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,679 | $6,841-2.4% | $6,419+4.1% | $4,299+55.4% |
| Participant deferral / active EE | $16,558 | $9,865+67.8% | $9,331+77.4% | $6,507+154.5% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |