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 | $179,726-27.9% | $156,263-17.0% | $142,382-8.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 22.13% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,992 | $5,069-60.7% | $4,333-54.0% | $4,299-53.7% |
| Participant deferral / active EE | $13,336 | $6,956+91.7% | $6,158+116.6% | $6,507+104.9% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |