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 | $102,414 | $157,256-34.9% | $141,162-27.4% | $152,861-33.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 28.00% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,332 | $5,261-55.7% | $4,735-50.8% | $4,762-51.0% |
| Participant deferral / active EE | $8,739 | $7,109+22.9% | $6,709+30.3% | $5,850+49.4% |
| Admin fee / account holder | $128 | $12,120-98.9% | $10,261-98.8% | $11,596-98.9% |