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 | $101,029 | $198,466-49.1% | $170,442-40.7% | $147,584-31.5% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 13.47% | 257.29%-243.8pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,067 | $6,184-18.1% | $5,433-6.7% | $4,876+3.9% |
| Participant deferral / active EE | $2,306 | $5,629-59.0% | $4,939-53.3% | $5,439-57.6% |
| Admin fee / account holder | $115 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |