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 | $182,870 | $201,272-9.1% | $184,203-0.7% | $145,922+25.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 10.12% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,599 | $7,022-63.0% | $6,427-59.6% | $4,660-44.2% |
| Participant deferral / active EE | $8,044 | $9,806-18.0% | $9,131-11.9% | $6,688+20.3% |
| Admin fee / account holder | $109 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |