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 | $96,809 | $105,126-7.9% | $94,646+2.3% | $139,434-30.6% |
| Participation rate | 84.2% | 82.4%+1.9pp | 80.8%+3.4pp | 80.3%+3.9pp |
| Annual return | 20.14% | 38.03%-17.9pp | 156.71%-136.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,055 | $4,106-25.6% | $3,672-16.8% | $4,751-35.7% |
| Participant deferral / active EE | $2,470 | $7,599-67.5% | $7,418-66.7% | $6,710-63.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |