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 | $115,997 | $175,202-33.8% | $149,673-22.5% | $139,434-16.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 20.67% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,978 | $5,474-63.9% | $4,818-58.9% | $4,751-58.4% |
| Participant deferral / active EE | $8,764 | $6,519+34.4% | $5,680+54.3% | $6,710+30.6% |
| Admin fee / account holder | $48 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |