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 | $134,198 | $178,174-24.7% | $156,181-14.1% | $137,256-2.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.47% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,514 | $4,972-29.3% | $4,294-18.2% | $4,156-15.5% |
| Participant deferral / active EE | $11,073 | $6,888+60.8% | $6,132+80.6% | $6,407+72.8% |
| Admin fee / account holder | $236 | $17,404-98.6% | $14,586-98.4% | $12,270-98.1% |