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 | $125,879 | $152,587-17.5% | $125,175+0.6% | $152,861-17.7% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.4%+1.8pp |
| Annual return | 20.46% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $5,919 | $4,946+19.7% | $3,865+53.1% | $4,762+24.3% |
| Participant deferral / active EE | $8,134 | $5,868+38.6% | $4,937+64.8% | $5,850+39.0% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |