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 | $108,565 | $179,726-39.6% | $156,263-30.5% | $142,382-23.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 35.98% | 77.86%-41.9pp | 59.47%-23.5pp | 217.08%-181.1pp |
| Employer contribution / active EE | $4,615 | $5,069-9.0% | $4,333+6.5% | $4,299+7.3% |
| Participant deferral / active EE | $13,562 | $6,956+95.0% | $6,158+120.2% | $6,507+108.4% |
| Admin fee / account holder | $31 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |