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 | $117,983+25.4% | $101,794+45.4% | $142,382+3.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 15.56% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,143 | $2,773+13.3% | $2,289+37.3% | $4,299-26.9% |
| Participant deferral / active EE | $5,032 | $4,714+6.7% | $4,084+23.2% | $6,507-22.7% |
| Admin fee / account holder | $69 | $10,433-99.3% | $8,777-99.2% | $12,624-99.5% |