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 | $101,957 | $175,202-41.8% | $149,673-31.9% | $139,434-26.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 21.51% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,936 | $5,474-28.1% | $4,818-18.3% | $4,751-17.2% |
| Participant deferral / active EE | $9,273 | $6,519+42.3% | $5,680+63.3% | $6,710+38.2% |
| Admin fee / account holder | $298 | $16,150-98.2% | $13,210-97.7% | $11,403-97.4% |