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 | $53,042 | $148,534-64.3% | $135,903-61.0% | $139,434-62.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 38.91% | 79.19%-40.3pp | 68.23%-29.3pp | 372.94%-334.0pp |
| Employer contribution / active EE | $14,317 | $5,243+173.1% | $4,856+194.8% | $4,751+201.4% |
| Participant deferral / active EE | $10,634 | $8,100+31.3% | $7,758+37.1% | $6,710+58.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |