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 | $113,097 | $163,101-30.7% | $136,749-17.3% | $142,382-20.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 16.29% | 27.54%-11.3pp | 24.33%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,017 | $4,117+46.2% | $3,400+77.0% | $4,299+40.0% |
| Participant deferral / active EE | $7,517 | $5,585+34.6% | $4,692+60.2% | $6,507+15.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |