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 3-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 | $53,670 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.56% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $7,952 | $4,804+65.5% | $4,554+74.6% | $4,156+91.3% |
| Participant deferral / active EE | $13,196 | $8,216+60.6% | $7,897+67.1% | $6,407+106.0% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |