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 | $119,310 | $118,849+0.4% | $96,562+23.6% | $167,490-28.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 44.22% | 50.49%-6.3pp | 37.78%+6.4pp | 478.56%-434.3pp |
| Employer contribution / active EE | $2,614 | $3,120-16.2% | $2,356+10.9% | $4,837-46.0% |
| Participant deferral / active EE | $4,292 | $4,616-7.0% | $3,849+11.5% | $6,341-32.3% |
| Admin fee / account holder | $94 | $8,065-98.8% | $6,181-98.5% | $12,309-99.2% |