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 | $141,466 | $209,411-32.4% | $178,490-20.7% | $158,922-11.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.05% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,356 | $5,706-76.2% | $5,011-72.9% | $4,761-71.5% |
| Participant deferral / active EE | $6,688 | $5,954+12.3% | $5,202+28.6% | $5,982+11.8% |
| Admin fee / account holder | $106 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |