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 | $87,526 | $154,117-43.2% | $129,995-32.7% | $139,434-37.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 13.70% | 32.48%-18.8pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,540 | $5,289-52.0% | $4,320-41.2% | $4,751-46.5% |
| Participant deferral / active EE | $9,628 | $6,710+43.5% | $5,820+65.4% | $6,710+43.5% |
| Admin fee / account holder | $214 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |