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 | $102,607 | $125,758-18.4% | $169,993-39.6% | $75,163+36.5% |
| Participation rate | 80.8% | 83.6%-2.8pp | 87.0%-6.2pp | 67.2%+13.6pp |
| Annual return | 22.09% | 27.20%-5.1pp | 53.37%-31.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,919 | $4,615-36.7% | $6,785-57.0% | $2,670+9.3% |
| Participant deferral / active EE | $11,216 | $6,837+64.0% | $10,408+7.8% | $4,125+171.9% |
| Admin fee / account holder | $175 | $8,173-97.9% | $12,815-98.6% | $5,651-96.9% |