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 | $136,217 | $117,841+15.6% | $102,423+33.0% | $145,922-6.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.69% | 31.65%-23.0pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,144 | $3,615-40.7% | $3,023-29.1% | $4,660-54.0% |
| Participant deferral / active EE | $4,824 | $5,731-15.8% | $5,053-4.5% | $6,688-27.9% |
| Admin fee / account holder | $186 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |