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 | $47,614 | $198,466-76.0% | $170,442-72.1% | $147,584-67.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 14.54% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,109 | $6,184-17.4% | $5,433-6.0% | $4,876+4.8% |
| Participant deferral / active EE | $4,758 | $5,629-15.5% | $4,939-3.7% | $5,439-12.5% |
| Admin fee / account holder | $143 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |