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 | $52,054 | $198,466-73.8% | $170,442-69.5% | $147,584-64.7% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 15.64% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $8,275 | $6,184+33.8% | $5,433+52.3% | $4,876+69.7% |
| Participant deferral / active EE | $4,273 | $5,629-24.1% | $4,939-13.5% | $5,439-21.4% |
| Admin fee / account holder | $194 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |