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 | $33,926 | $114,381-70.3% | $107,525-68.4% | $142,382-76.2% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 28.63% | 242.71%-214.1pp | 181.32%-152.7pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,911 | $4,015-27.5% | $3,754-22.4% | $4,299-32.3% |
| Participant deferral / active EE | $4,900 | $5,564-11.9% | $5,116-4.2% | $6,507-24.7% |
| Admin fee / account holder | $121 | $9,860-98.8% | $8,919-98.6% | $12,624-99.0% |