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 | $138,223 | $198,466-30.4% | $170,442-18.9% | $147,584-6.3% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 19.04% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,773 | $6,184+25.7% | $5,433+43.1% | $4,876+59.4% |
| Participant deferral / active EE | $6,543 | $5,629+16.2% | $4,939+32.5% | $5,439+20.3% |
| Admin fee / account holder | $92 | $16,852-99.5% | $13,880-99.3% | $10,885-99.2% |