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 | $143,097 | $107,934+32.6% | $91,989+55.6% | $152,861-6.4% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 23.24% | 89.24%-66.0pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,868 | $4,210-31.9% | $3,452-16.9% | $4,762-39.8% |
| Participant deferral / active EE | $5,664 | $6,364-11.0% | $5,923-4.4% | $5,850-3.2% |
| Admin fee / account holder | $143 | $10,520-98.6% | $7,743-98.2% | $11,596-98.8% |