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 | $137,973 | $198,466-30.5% | $170,442-19.0% | $147,584-6.5% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 18.27% | 257.29%-239.0pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,461 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $3,949 | $5,629-29.8% | $4,939-20.0% | $5,439-27.4% |
| Admin fee / account holder | $201 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |