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 | $52,134 | $106,584-51.1% | $101,326-48.5% | $142,382-63.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 22.79% | 36.93%-14.1pp | 36.82%-14.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,478 | $3,956+13.2% | $3,665+22.2% | $4,299+4.2% |
| Participant deferral / active EE | $8,172 | $8,297-1.5% | $7,994+2.2% | $6,507+25.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |