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 | $76,917 | $165,335-53.5% | $149,696-48.6% | $158,922-51.6% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 16.04% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,401 | $5,103-33.3% | $4,644-26.8% | $4,761-28.6% |
| Participant deferral / active EE | $15,281 | $7,181+112.8% | $6,842+123.3% | $5,982+155.4% |
| Admin fee / account holder | $215 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |