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 | $52,752 | $175,202-69.9% | $149,673-64.8% | $139,434-62.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.68% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,015 | $5,474-63.2% | $4,818-58.2% | $4,751-57.6% |
| Participant deferral / active EE | $5,154 | $6,519-20.9% | $5,680-9.3% | $6,710-23.2% |
| Admin fee / account holder | $198 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |