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 | $110,957 | $114,381-3.0% | $107,525+3.2% | $142,382-22.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.05% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,176 | $4,015-70.7% | $3,754-68.7% | $4,299-72.7% |
| Participant deferral / active EE | $7,832 | $5,564+40.8% | $5,116+53.1% | $6,507+20.4% |
| Admin fee / account holder | $129 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |