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 | $98,425 | $209,411-53.0% | $178,490-44.9% | $158,922-38.1% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.04% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,396 | $5,706-58.0% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $4,394 | $5,954-26.2% | $5,202-15.5% | $5,982-26.5% |
| Admin fee / account holder | $23 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |