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 | $36,529 | $105,126-65.3% | $94,646-61.4% | $139,434-73.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 21.38% | 38.03%-16.7pp | 156.71%-135.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $4,459 | $4,106+8.6% | $3,672+21.4% | $4,751-6.1% |
| Participant deferral / active EE | $7,095 | $7,599-6.6% | $7,418-4.4% | $6,710+5.7% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |