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 | $107,184 | $74,888+43.1% | $71,209+50.5% | $142,382-24.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.24% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,983 | $2,854+39.5% | $2,721+46.4% | $4,299-7.4% |
| Participant deferral / active EE | $8,417 | $4,454+89.0% | $4,175+101.6% | $6,507+29.3% |
| Admin fee / account holder | $162 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |