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 | $157,779 | $162,781-3.1% | $133,956+17.8% | $158,922-0.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 5.58% | 41.94%-36.4pp | 45.09%-39.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $2,011 | $4,975-59.6% | $3,919-48.7% | $4,761-57.8% |
| Participant deferral / active EE | $7,383 | $5,911+24.9% | $5,048+46.3% | $5,982+23.4% |
| Admin fee / account holder | $252 | $11,736-97.9% | $8,927-97.2% | $11,246-97.8% |