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 | $53,885 | $159,602-66.2% | $150,045-64.1% | $142,382-62.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 24.65% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $3,902 | $4,961-21.3% | $4,693-16.8% | $4,299-9.2% |
| Participant deferral / active EE | $14,567 | $8,310+75.3% | $7,997+82.2% | $6,507+123.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |