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 | $139,661 | $209,411-33.3% | $178,490-21.8% | $158,922-12.1% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 14.32% | 188.75%-174.4pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,769 | $5,706-69.0% | $5,011-64.7% | $4,761-62.8% |
| Participant deferral / active EE | $4,027 | $5,954-32.4% | $5,202-22.6% | $5,982-32.7% |
| Admin fee / account holder | $157 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |