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 | $96,656 | $198,466-51.3% | $170,442-43.3% | $147,584-34.5% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 18.69% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,036 | $6,184-50.9% | $5,433-44.1% | $4,876-37.7% |
| Participant deferral / active EE | $6,676 | $5,629+18.6% | $4,939+35.2% | $5,439+22.8% |
| Admin fee / account holder | $230 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |