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 | $128,234 | $126,574+1.3% | $106,213+20.7% | $145,922-12.1% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.43% | 224.79%-212.4pp | 116.14%-103.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,660 | $3,730-55.5% | $3,171-47.6% | $4,660-64.4% |
| Participant deferral / active EE | $4,931 | $5,724-13.9% | $5,016-1.7% | $6,688-26.3% |
| Admin fee / account holder | $43 | $17,304-99.8% | $11,033-99.6% | $13,397-99.7% |