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 | $218,609 | $232,540-6.0% | $185,117+18.1% | $147,584+48.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 18.93% | 43.03%-24.1pp | 40.50%-21.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $930 | $5,195-82.1% | $4,182-77.8% | $4,876-80.9% |
| Participant deferral / active EE | $11,902 | $5,834+104.0% | $5,045+135.9% | $5,439+118.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |