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 | $86,393 | $175,202-50.7% | $149,673-42.3% | $139,434-38.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.48% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,148 | $5,474-42.5% | $4,818-34.7% | $4,751-33.7% |
| Participant deferral / active EE | $6,577 | $6,519+0.9% | $5,680+15.8% | $6,710-2.0% |
| Admin fee / account holder | $269 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |