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 | $209,336-13.5% | $197,124-8.1% | $137,256+31.9% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 20.82% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,563 | $6,591-45.9% | $6,227-42.8% | $4,156-14.3% |
| Participant deferral / active EE | $9,989 | $9,614+3.9% | $9,135+9.4% | $6,407+55.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |