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 | $110,903 | $106,515+4.1% | $96,683+14.7% | $139,434-20.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 20.60% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,291 | $4,103-68.5% | $3,737-65.5% | $4,751-72.8% |
| Participant deferral / active EE | $1,868 | $5,454-65.8% | $4,878-61.7% | $6,710-72.2% |
| Admin fee / account holder | $35 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |