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 | $42,082 | $114,381-63.2% | $107,525-60.9% | $142,382-70.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 26.47% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $5,829 | $4,015+45.2% | $3,754+55.3% | $4,299+35.6% |
| Participant deferral / active EE | $10,993 | $5,564+97.6% | $5,116+114.9% | $6,507+68.9% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |