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 | $34,329 | $154,228-77.7% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 23.16% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,297 | $4,804-31.4% | $4,554-27.6% | $4,156-20.7% |
| Participant deferral / active EE | $7,204 | $8,216-12.3% | $7,897-8.8% | $6,407+12.4% |
| Admin fee / account holder | $144 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |