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 | $95,967 | $89,355+7.4% | $141,162-32.0% | $72,985+31.5% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 21.05% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,691 | $3,114-45.7% | $4,735-64.3% | $2,440-30.7% |
| Participant deferral / active EE | $8,485 | $5,418+56.6% | $6,709+26.5% | $3,607+135.2% |
| Admin fee / account holder | $223 | $5,958-96.3% | $10,261-97.8% | $5,124-95.6% |