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 | $94,484 | $148,534-36.4% | $135,903-30.5% | $139,434-32.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.09% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,909 | $5,243-44.5% | $4,856-40.1% | $4,751-38.8% |
| Participant deferral / active EE | $11,379 | $8,100+40.5% | $7,758+46.7% | $6,710+69.6% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |