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 | $97,545 | $183,592-46.9% | $155,567-37.3% | $145,959-33.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.45% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,915 | $5,315-26.3% | $4,674-16.2% | $4,661-16.0% |
| Participant deferral / active EE | $6,650 | $6,464+2.9% | $5,628+18.2% | $6,689-0.6% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |