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 | $147,965 | $112,729+31.3% | $98,716+49.9% | $137,256+7.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 15.56% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,143 | $2,725+15.3% | $2,279+37.9% | $4,156-24.4% |
| Participant deferral / active EE | $5,032 | $4,640+8.4% | $4,048+24.3% | $6,407-21.5% |
| Admin fee / account holder | $69 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |