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 | $117,586 | $69,207+69.9% | $64,056+83.6% | $139,434-15.7% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 26.31% | 45.88%-19.6pp | 33.69%-7.4pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,782 | $3,182-12.6% | $2,747+1.3% | $4,751-41.5% |
| Participant deferral / active EE | $9,994 | $4,682+113.5% | $3,880+157.6% | $6,710+48.9% |
| Admin fee / account holder | $21 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |