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 | $113,998 | $105,181+8.4% | $159,436-28.5% | $85,850+32.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 19.04% | 45.07%-26.0pp | 263.57%-244.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,042 | $3,318-38.5% | $4,829-57.7% | $2,565-20.4% |
| Participant deferral / active EE | $5,392 | $5,945-9.3% | $7,352-26.7% | $3,952+36.4% |
| Admin fee / account holder | $192 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |