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 | $44,810 | $159,602-71.9% | $150,045-70.1% | $142,382-68.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 26.58% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,004 | $4,961-59.6% | $4,693-57.3% | $4,299-53.4% |
| Participant deferral / active EE | $7,511 | $8,310-9.6% | $7,997-6.1% | $6,507+15.4% |
| Admin fee / account holder | $153 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |