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 | $105,745 | $165,335-36.0% | $149,696-29.4% | $158,922-33.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 12.03% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,679 | $5,103-47.5% | $4,644-42.3% | $4,761-43.7% |
| Participant deferral / active EE | $7,533 | $7,181+4.9% | $6,842+10.1% | $5,982+25.9% |
| Admin fee / account holder | $21 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |