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 | $106,658 | $159,901-33.3% | $146,958-27.4% | $145,922-26.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.39% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,002 | $5,286-62.1% | $4,933-59.4% | $4,660-57.0% |
| Participant deferral / active EE | $6,910 | $8,428-18.0% | $8,070-14.4% | $6,688+3.3% |
| Admin fee / account holder | $294 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |