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 | $24,413 | $148,534-83.6% | $135,903-82.0% | $139,434-82.5% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 20.61% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,241 | $5,243-19.1% | $4,856-12.7% | $4,751-10.7% |
| Participant deferral / active EE | $7,643 | $8,100-5.6% | $7,758-1.5% | $6,710+13.9% |
| Admin fee / account holder | $234 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |