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 | $129,927 | $115,882+12.1% | $100,516+29.3% | $158,922-18.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 20.05% | 34.79%-14.7pp | 30.89%-10.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,376 | $4,103-66.5% | $3,418-59.7% | $4,761-71.1% |
| Participant deferral / active EE | $4,327 | $6,674-35.2% | $6,270-31.0% | $5,982-27.7% |
| Admin fee / account holder | $2 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |