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 6-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 | $74,625 | $159,602-53.2% | $150,045-50.3% | $142,382-47.6% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.3%-1.4pp | 80.1%+0.8pp |
| Annual return | 17.04% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,367 | $4,961-32.1% | $4,693-28.3% | $4,299-21.7% |
| Participant deferral / active EE | $8,414 | $8,310+1.3% | $7,997+5.2% | $6,507+29.3% |
| Admin fee / account holder | $227 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |