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 | $163,913 | $157,256+4.2% | $141,162+16.1% | $152,861+7.2% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 23.03% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,106 | $5,261-60.0% | $4,735-55.5% | $4,762-55.8% |
| Participant deferral / active EE | $7,056 | $7,109-0.7% | $6,709+5.2% | $5,850+20.6% |
| Admin fee / account holder | $234 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |