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 | $87,402 | $157,256-44.4% | $141,162-38.1% | $152,861-42.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 33.51% | 64.32%-30.8pp | 71.39%-37.9pp | 345.32%-311.8pp |
| Employer contribution / active EE | $1,897 | $5,261-63.9% | $4,735-59.9% | $4,762-60.2% |
| Participant deferral / active EE | $9,581 | $7,109+34.8% | $6,709+42.8% | $5,850+63.8% |
| Admin fee / account holder | $253 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |