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 | $81,918 | $175,202-53.2% | $149,673-45.3% | $139,434-41.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 22.12% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $7,229 | $5,474+32.1% | $4,818+50.0% | $4,751+52.2% |
| Participant deferral / active EE | $10,640 | $6,519+63.2% | $5,680+87.3% | $6,710+58.6% |
| Admin fee / account holder | $136 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |