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 | $114,012 | $209,411-45.6% | $178,490-36.1% | $158,922-28.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.63% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $8,134 | $5,706+42.5% | $5,011+62.3% | $4,761+70.8% |
| Participant deferral / active EE | $3,900 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $153 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |