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 | $108,282 | $209,411-48.3% | $178,490-39.3% | $158,922-31.9% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.71% | 188.75%-174.0pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,228 | $5,706-25.9% | $5,011-15.6% | $4,761-11.2% |
| Participant deferral / active EE | $9,570 | $5,954+60.7% | $5,202+84.0% | $5,982+60.0% |
| Admin fee / account holder | $181 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |