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 | $100,008 | $115,882-13.7% | $100,516-0.5% | $158,922-37.1% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 14.57% | 34.79%-20.2pp | 30.89%-16.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,916 | $4,103-4.6% | $3,418+14.6% | $4,761-17.8% |
| Participant deferral / active EE | $13,617 | $6,674+104.0% | $6,270+117.2% | $5,982+127.6% |
| Admin fee / account holder | $133 | $10,995-98.8% | $8,081-98.4% | $11,246-98.8% |