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 | $119,951 | $100,773+19.0% | $88,946+34.9% | $142,382-15.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 16.82% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,751 | $2,918-5.7% | $2,555+7.7% | $4,299-36.0% |
| Participant deferral / active EE | $8,142 | $5,230+55.7% | $4,581+77.7% | $6,507+25.1% |
| Admin fee / account holder | $226 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |