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 | $109,325 | $105,859+3.3% | $90,160+21.3% | $147,584-25.9% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 21.43% | 37.63%-16.2pp | 34.88%-13.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $3,298 | $4,126-20.1% | $3,318-0.6% | $4,876-32.4% |
| Participant deferral / active EE | $8,216 | $5,733+43.3% | $5,288+55.4% | $5,439+51.1% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-99.9% | $10,885-100.0% |