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 | $136,445 | $103,376+32.0% | $87,100+56.7% | $152,861-10.7% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 19.52% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,472 | $3,220-23.3% | $2,521-2.0% | $4,762-48.1% |
| Participant deferral / active EE | $8,626 | $4,778+80.5% | $4,049+113.1% | $5,850+47.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |