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 | $60,318 | $154,228-60.9% | $145,433-58.5% | $137,256-56.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 34.48% | 74.59%-40.1pp | 66.58%-32.1pp | 220.34%-185.9pp |
| Employer contribution / active EE | $1,737 | $4,804-63.8% | $4,554-61.9% | $4,156-58.2% |
| Participant deferral / active EE | $14,099 | $8,216+71.6% | $7,897+78.5% | $6,407+120.1% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |