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 | $93,278 | $165,335-43.6% | $149,696-37.7% | $158,922-41.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 22.89% | 348.15%-325.3pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $4,430 | $5,103-13.2% | $4,644-4.6% | $4,761-7.0% |
| Participant deferral / active EE | $11,455 | $7,181+59.5% | $6,842+67.4% | $5,982+91.5% |
| Admin fee / account holder | $214 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |