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 | $81,056 | $214,378-62.2% | $200,582-59.6% | $142,382-43.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 26.17% | 46.41%-20.2pp | 42.33%-16.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,747 | $6,841-30.6% | $6,419-26.0% | $4,299+10.4% |
| Participant deferral / active EE | $12,643 | $9,865+28.2% | $9,331+35.5% | $6,507+94.3% |
| Admin fee / account holder | $58 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |