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 | $167,694 | $185,822-9.8% | $169,993-1.4% | $139,434+20.3% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 19.90% | 60.50%-40.6pp | 53.37%-33.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $14,972 | $7,590+97.3% | $6,785+120.7% | $4,751+215.1% |
| Participant deferral / active EE | $19,729 | $11,622+69.8% | $10,408+89.6% | $6,710+194.0% |
| Admin fee / account holder | $77 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |