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 | $96,398 | $202,318-52.4% | $172,739-44.2% | $152,861-36.9% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 21.90% | 1029.65%-1007.8pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,490 | $5,856-74.6% | $5,143-71.0% | $4,762-68.7% |
| Participant deferral / active EE | $5,206 | $5,948-12.5% | $5,198+0.2% | $5,850-11.0% |
| Admin fee / account holder | $133 | $17,109-99.2% | $13,954-99.0% | $11,596-98.9% |