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 | $116,738 | $98,240+18.8% | $82,313+41.8% | $147,584-20.9% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 15.51% | 30.85%-15.3pp | 25.88%-10.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,665 | $3,192-47.8% | $2,428-31.4% | $4,876-65.9% |
| Participant deferral / active EE | $6,059 | $4,383+38.2% | $3,706+63.5% | $5,439+11.4% |
| Admin fee / account holder | $203 | $8,563-97.6% | $5,608-96.4% | $10,885-98.1% |