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 | $89,624 | $88,751+1.0% | $81,812+9.5% | $145,922-38.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 11.87% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,185 | $3,083-61.6% | $2,912-59.3% | $4,660-74.6% |
| Participant deferral / active EE | $1,473 | $4,643-68.3% | $4,319-65.9% | $6,688-78.0% |
| Admin fee / account holder | $107 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |