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 | $45,175 | $154,228-70.7% | $145,433-68.9% | $137,256-67.1% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 25.99% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,896 | $4,804-39.7% | $4,554-36.4% | $4,156-30.3% |
| Participant deferral / active EE | $8,890 | $8,216+8.2% | $7,897+12.6% | $6,407+38.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |