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 10-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 | $198,868 | $185,822+7.0% | $169,993+17.0% | $139,434+42.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.48% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,194 | $7,590-57.9% | $6,785-52.9% | $4,751-32.8% |
| Participant deferral / active EE | $8,534 | $11,622-26.6% | $10,408-18.0% | $6,710+27.2% |
| Admin fee / account holder | $63 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |