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 | $154,192 | $201,272-23.4% | $184,203-16.3% | $145,922+5.7% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 11.46% | 29.00%-17.5pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,672 | $7,022-61.9% | $6,427-58.4% | $4,660-42.6% |
| Participant deferral / active EE | $7,846 | $9,806-20.0% | $9,131-14.1% | $6,688+17.3% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |