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 | $85,060 | $175,202-51.5% | $149,673-43.2% | $139,434-39.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.53% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,246 | $5,474-59.0% | $4,818-53.4% | $4,751-52.7% |
| Participant deferral / active EE | $5,231 | $6,519-19.8% | $5,680-7.9% | $6,710-22.1% |
| Admin fee / account holder | $206 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |