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 | $99,147 | $175,202-43.4% | $149,673-33.8% | $139,434-28.9% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 15.23% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,023 | $5,474-63.0% | $4,818-58.0% | $4,751-57.4% |
| Participant deferral / active EE | $6,702 | $6,519+2.8% | $5,680+18.0% | $6,710-0.1% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-99.9% | $11,403-99.9% |