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 | $65,652 | $217,402-69.8% | $185,823-64.7% | $167,490-60.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.93% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,175 | $5,873-63.0% | $5,167-57.9% | $4,837-55.0% |
| Participant deferral / active EE | $7,837 | $6,356+23.3% | $5,568+40.8% | $6,341+23.6% |
| Admin fee / account holder | $295 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |