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 | $107,929 | $157,256-31.4% | $141,162-23.5% | $152,861-29.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 25.58% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,065 | $5,261-41.7% | $4,735-35.3% | $4,762-35.6% |
| Participant deferral / active EE | $5,919 | $7,109-16.7% | $6,709-11.8% | $5,850+1.2% |
| Admin fee / account holder | -$58 | $12,120-100.5% | $10,261-100.6% | $11,596-100.5% |