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 | $181,092 | $214,378-15.5% | $200,582-9.7% | $142,382+27.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 20.82% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,563 | $6,841-47.9% | $6,419-44.5% | $4,299-17.1% |
| Participant deferral / active EE | $9,989 | $9,865+1.3% | $9,331+7.1% | $6,507+53.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |