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 3-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 | $26,527 | $159,602-83.4% | $150,045-82.3% | $142,382-81.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 76.52% | 70.24%+6.3pp | 62.55%+14.0pp | 217.08%-140.6pp |
| Employer contribution / active EE | $5,170 | $4,961+4.2% | $4,693+10.2% | $4,299+20.3% |
| Participant deferral / active EE | $9,500 | $8,310+14.3% | $7,997+18.8% | $6,507+46.0% |
| Admin fee / account holder | $53 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |