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 | $70,121 | $217,402-67.7% | $185,823-62.3% | $167,490-58.1% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.81% | 148.36%-128.5pp | 122.05%-102.2pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,161 | $5,873-63.2% | $5,167-58.2% | $4,837-55.3% |
| Participant deferral / active EE | $3,791 | $6,356-40.4% | $5,568-31.9% | $6,341-40.2% |
| Admin fee / account holder | $28 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |