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 | $146,801 | $177,572-17.3% | $154,803-5.2% | $142,382+3.1% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 19.53% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $9,920 | $4,810+106.2% | $4,305+130.4% | $4,299+130.7% |
| Participant deferral / active EE | $2,829 | $6,272-54.9% | $5,540-48.9% | $6,507-56.5% |
| Admin fee / account holder | $33 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |