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 | $100,970-48.4% | $96,576-46.0% | $137,256-62.0% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 22.79% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,478 | $3,809+17.6% | $3,553+26.0% | $4,156+7.7% |
| Participant deferral / active EE | $8,172 | $8,286-1.4% | $7,956+2.7% | $6,407+27.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |