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 | $132,499 | $197,591-32.9% | $177,821-25.5% | $158,922-16.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.94% | 58.76%-36.8pp | 48.32%-26.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,719 | $6,697-74.3% | $5,918-71.0% | $4,761-63.9% |
| Participant deferral / active EE | $8,544 | $8,405+1.7% | $7,714+10.8% | $5,982+42.8% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |