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 | $223,687 | $117,983+89.6% | $101,794+119.7% | $142,382+57.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.54% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,948 | $2,773-29.7% | $2,289-14.9% | $4,299-54.7% |
| Participant deferral / active EE | $6,693 | $4,714+42.0% | $4,084+63.9% | $6,507+2.8% |
| Admin fee / account holder | $7 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |