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 | $132,689 | $124,281+6.8% | $109,143+21.6% | $167,490-20.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 9.84% | 26.04%-16.2pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,595 | $4,207-38.3% | $3,722-30.3% | $4,837-46.4% |
| Participant deferral / active EE | $7,201 | $5,255+37.0% | $4,653+54.8% | $6,341+13.6% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |