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 | $196,878 | $159,602+23.4% | $150,045+31.2% | $142,382+38.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 14.02% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,034 | $4,961-38.8% | $4,693-35.4% | $4,299-29.4% |
| Participant deferral / active EE | $7,907 | $8,310-4.8% | $7,997-1.1% | $6,507+21.5% |
| Admin fee / account holder | $174 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |