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 | $90,133 | $112,096-19.6% | $95,952-6.1% | $158,922-43.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 16.21% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,016 | $3,198-36.9% | $2,541-20.6% | $4,761-57.6% |
| Participant deferral / active EE | $3,786 | $4,784-20.9% | $4,167-9.1% | $5,982-36.7% |
| Admin fee / account holder | $40 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |