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 | $129,940 | $115,770+12.2% | $101,248+28.3% | $158,922-18.2% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 12.08% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,313 | $4,175-44.6% | $3,660-36.8% | $4,761-51.4% |
| Participant deferral / active EE | $3,671 | $4,957-25.9% | $4,370-16.0% | $5,982-38.6% |
| Admin fee / account holder | $245 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |