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 | $70,525 | $198,466-64.5% | $170,442-58.6% | $147,584-52.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 23.79% | 257.29%-233.5pp | 205.93%-182.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,446 | $6,184-44.3% | $5,433-36.6% | $4,876-29.3% |
| Participant deferral / active EE | $12,096 | $5,629+114.9% | $4,939+144.9% | $5,439+122.4% |
| Admin fee / account holder | $264 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |