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 | $139,337 | $165,912-16.0% | $122,332+13.9% | $147,584-5.6% |
| Participation rate | 72.7% | 79.6%-6.8pp | 71.6%+1.1pp | 82.8%-10.1pp |
| Annual return | 20.10% | 34.55%-14.5pp | 30.27%-10.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,631 | $5,754-54.3% | $4,050-35.0% | $4,876-46.0% |
| Participant deferral / active EE | $4,236 | $4,005+5.8% | $3,287+28.9% | $5,439-22.1% |
| Admin fee / account holder | $36 | $7,424-99.5% | $5,478-99.3% | $10,885-99.7% |