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 5-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 | $86,908 | $159,602-45.5% | $150,045-42.1% | $142,382-39.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 16.74% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,027 | $4,961-59.1% | $4,693-56.8% | $4,299-52.8% |
| Participant deferral / active EE | $9,358 | $8,310+12.6% | $7,997+17.0% | $6,507+43.8% |
| Admin fee / account holder | $161 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |