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 | $94,488 | $177,572-46.8% | $154,803-39.0% | $142,382-33.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 12.34% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,722 | $4,810-43.4% | $4,305-36.8% | $4,299-36.7% |
| Participant deferral / active EE | $2,538 | $6,272-59.5% | $5,540-54.2% | $6,507-61.0% |
| Admin fee / account holder | $107 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |