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 | $57,839 | $154,228-62.5% | $145,433-60.2% | $137,256-57.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.79% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,049 | $4,804-15.7% | $4,554-11.1% | $4,156-2.6% |
| Participant deferral / active EE | $7,059 | $8,216-14.1% | $7,897-10.6% | $6,407+10.2% |
| Admin fee / account holder | $211 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |