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 5-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 | $138,142 | $175,202-21.2% | $149,673-7.7% | $139,434-0.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.32% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,290 | $5,474-58.2% | $4,818-52.5% | $4,751-51.8% |
| Participant deferral / active EE | $11,569 | $6,519+77.5% | $5,680+103.7% | $6,710+72.4% |
| Admin fee / account holder | $291 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |