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 | $90,740 | $165,984-45.3% | $164,813-44.9% | $145,922-37.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.83% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $5,704 | $5,273+8.2% | $4,341+31.4% | $4,660+22.4% |
| Participant deferral / active EE | $14,944 | $6,959+114.7% | $6,031+147.8% | $6,688+123.5% |
| Admin fee / account holder | $113 | $16,648-99.3% | $12,690-99.1% | $13,397-99.2% |