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 | $109,118 | $116,175-6.1% | $93,606+16.6% | $152,861-28.6% |
| Participation rate | 72.2% | 78.0%-5.8pp | 75.8%-3.6pp | 82.4%-10.2pp |
| Annual return | 21.63% | 35.96%-14.3pp | 32.76%-11.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,475 | $3,218-54.2% | $2,718-45.7% | $4,762-69.0% |
| Participant deferral / active EE | $5,956 | $4,603+29.4% | $4,069+46.4% | $5,850+1.8% |
| Admin fee / account holder | $109 | $10,748-99.0% | $7,888-98.6% | $11,596-99.1% |