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 | $116,136 | $159,602-27.2% | $150,045-22.6% | $142,382-18.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.96% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,551 | $4,961-68.7% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $12,160 | $8,310+46.3% | $7,997+52.0% | $6,507+86.9% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |