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 | $113,760 | $232,540-51.1% | $185,117-38.5% | $147,584-22.9% |
| Participation rate | 94.4% | 82.4%+12.1pp | 77.3%+17.2pp | 82.8%+11.6pp |
| Annual return | 20.22% | 43.03%-22.8pp | 40.50%-20.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,881 | $5,195-44.5% | $4,182-31.1% | $4,876-40.9% |
| Participant deferral / active EE | $9,478 | $5,834+62.5% | $5,045+87.9% | $5,439+74.3% |
| Admin fee / account holder | $228 | $10,275-97.8% | $8,159-97.2% | $10,885-97.9% |