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 | $105,726 | $157,256-32.8% | $141,162-25.1% | $152,861-30.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.81% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,486 | $5,261-52.7% | $4,735-47.5% | $4,762-47.8% |
| Participant deferral / active EE | $7,901 | $7,109+11.1% | $6,709+17.8% | $5,850+35.1% |
| Admin fee / account holder | $218 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |