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 6-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 | $79,434 | $159,602-50.2% | $150,045-47.1% | $142,382-44.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.65% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,310 | $4,961-73.6% | $4,693-72.1% | $4,299-69.5% |
| Participant deferral / active EE | $4,623 | $8,310-44.4% | $7,997-42.2% | $6,507-29.0% |
| Admin fee / account holder | $117 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |