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 | $108,564 | $162,781-33.3% | $133,956-19.0% | $158,922-31.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 14.86% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $7,826 | $4,975+57.3% | $3,919+99.7% | $4,761+64.4% |
| Participant deferral / active EE | $5,097 | $5,911-13.8% | $5,048+1.0% | $5,982-14.8% |
| Admin fee / account holder | $284 | $11,736-97.6% | $8,927-96.8% | $11,246-97.5% |