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 | $117,022 | $176,056-33.5% | $159,436-26.6% | $167,490-30.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 17.40% | 331.75%-314.3pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,686 | $5,297-30.4% | $4,829-23.7% | $4,837-23.8% |
| Participant deferral / active EE | $8,376 | $7,750+8.1% | $7,352+13.9% | $6,341+32.1% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |