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 | $34,634 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.38% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,282 | $4,961-74.2% | $4,693-72.7% | $4,299-70.2% |
| Participant deferral / active EE | $2,654 | $8,310-68.1% | $7,997-66.8% | $6,507-59.2% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |