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 | $156,327 | $124,319+25.7% | $111,297+40.5% | $167,490-6.7% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 16.57% | 37.44%-20.9pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,809 | $3,435-18.2% | $2,731+2.9% | $4,837-41.9% |
| Participant deferral / active EE | $7,595 | $5,180+46.6% | $4,487+69.3% | $6,341+19.8% |
| Admin fee / account holder | -$310 | $10,618-102.9% | $7,964-103.9% | $12,309-102.5% |