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 | $106,755 | $165,984-35.7% | $164,813-35.2% | $145,922-26.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 19.02% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,676 | $5,273-68.2% | $4,341-61.4% | $4,660-64.0% |
| Participant deferral / active EE | $3,537 | $6,959-49.2% | $6,031-41.4% | $6,688-47.1% |
| Admin fee / account holder | $19 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |