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 | $87,427 | $104,907-16.7% | $84,611+3.3% | $152,861-42.8% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 22.07% | 373.79%-351.7pp | 258.74%-236.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,864 | $3,302-13.2% | $2,652+8.0% | $4,762-39.9% |
| Participant deferral / active EE | $13,407 | $4,688+186.0% | $3,899+243.9% | $5,850+129.2% |
| Admin fee / account holder | $295 | $6,241-95.3% | $4,912-94.0% | $11,596-97.5% |