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 | $111,204 | $165,984-33.0% | $164,813-32.5% | $145,922-23.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.16% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,662 | $5,273-49.5% | $4,341-38.7% | $4,660-42.9% |
| Participant deferral / active EE | $4,242 | $6,959-39.0% | $6,031-29.7% | $6,688-36.6% |
| Admin fee / account holder | $13 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |