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 | $129,643 | $178,174-27.2% | $156,181-17.0% | $137,256-5.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 22.13% | 84.19%-62.1pp | 64.87%-42.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,992 | $4,972-59.9% | $4,294-53.6% | $4,156-52.1% |
| Participant deferral / active EE | $13,336 | $6,888+93.6% | $6,132+117.5% | $6,407+108.2% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |