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 | $142,800 | $198,466-28.0% | $170,442-16.2% | $147,584-3.2% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.96% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,121 | $6,184-65.7% | $5,433-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $4,734 | $5,629-15.9% | $4,939-4.2% | $5,439-13.0% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |