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 | $93,903 | $217,402-56.8% | $185,823-49.5% | $167,490-43.9% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.83% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $13,386 | $5,873+127.9% | $5,167+159.0% | $4,837+176.7% |
| Participant deferral / active EE | $8,948 | $6,356+40.8% | $5,568+60.7% | $6,341+41.1% |
| Admin fee / account holder | $94 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |