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 | $242,898 | $214,378+13.3% | $200,582+21.1% | $142,382+70.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.75% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,990 | $6,841-70.9% | $6,419-69.0% | $4,299-53.7% |
| Participant deferral / active EE | $6,505 | $9,865-34.1% | $9,331-30.3% | $6,5070% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |