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 | $121,632 | $198,466-38.7% | $170,442-28.6% | $147,584-17.6% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 18.47% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,329 | $6,184-30.0% | $5,433-20.3% | $4,876-11.2% |
| Participant deferral / active EE | $6,514 | $5,629+15.7% | $4,939+31.9% | $5,439+19.8% |
| Admin fee / account holder | $114 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |