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 | $64,986 | $198,466-67.3% | $170,442-61.9% | $147,584-56.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 23.54% | 257.29%-233.8pp | 205.93%-182.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $3,844 | $6,184-37.8% | $5,433-29.3% | $4,876-21.2% |
| Participant deferral / active EE | $5,642 | $5,629+0.2% | $4,939+14.2% | $5,439+3.7% |
| Admin fee / account holder | $200 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |