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 6-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 | $32,527 | $154,228-78.9% | $145,433-77.6% | $137,256-76.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.44% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,258 | $4,804-11.4% | $4,554-6.5% | $4,156+2.5% |
| Participant deferral / active EE | $8,540 | $8,216+3.9% | $7,897+8.1% | $6,407+33.3% |
| Admin fee / account holder | $220 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |