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 | $168,251 | $214,378-21.5% | $200,582-16.1% | $142,382+18.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 25.37% | 46.41%-21.0pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,666 | $6,841-46.4% | $6,419-42.9% | $4,299-14.7% |
| Participant deferral / active EE | $8,071 | $9,865-18.2% | $9,331-13.5% | $6,507+24.0% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |