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 | $52,690 | $201,272-73.8% | $184,203-71.4% | $145,922-63.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 18.59% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $6,536 | $7,022-6.9% | $6,427+1.7% | $4,660+40.3% |
| Participant deferral / active EE | $14,941 | $9,806+52.4% | $9,131+63.6% | $6,688+123.4% |
| Admin fee / account holder | $11 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |