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 3-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 | $157,753 | $201,272-21.6% | $184,203-14.4% | $145,922+8.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 22.48% | 29.00%-6.5pp | 28.81%-6.3pp | 561.29%-538.8pp |
| Employer contribution / active EE | $8,471 | $7,022+20.6% | $6,427+31.8% | $4,660+81.8% |
| Participant deferral / active EE | $7,940 | $9,806-19.0% | $9,131-13.0% | $6,688+18.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |