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 | $80,304 | $154,228-47.9% | $145,433-44.8% | $137,256-41.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 20.35% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $7,618 | $4,804+58.6% | $4,554+67.3% | $4,156+83.3% |
| Participant deferral / active EE | $16,308 | $8,216+98.5% | $7,897+106.5% | $6,407+154.5% |
| Admin fee / account holder | $26 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |