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 | $105,188 | $227,553-53.8% | $189,557-44.5% | $167,490-37.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 15.80% | 78.40%-62.6pp | 64.17%-48.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,217 | $5,316-20.7% | $4,412-4.4% | $4,837-12.8% |
| Participant deferral / active EE | $11,530 | $7,002+64.7% | $6,174+86.8% | $6,341+81.8% |
| Admin fee / account holder | $173 | $11,878-98.5% | $9,807-98.2% | $12,309-98.6% |