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 | $67,961 | $185,822-63.4% | $169,993-60.0% | $139,434-51.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 29.87% | 60.50%-30.6pp | 53.37%-23.5pp | 372.94%-343.1pp |
| Employer contribution / active EE | $7,461 | $7,590-1.7% | $6,785+10.0% | $4,751+57.0% |
| Participant deferral / active EE | $16,658 | $11,622+43.3% | $10,408+60.1% | $6,710+148.2% |
| Admin fee / account holder | $89 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |