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 | $101,043 | $232,540-56.5% | $185,117-45.4% | $147,584-31.5% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 19.35% | 43.03%-23.7pp | 40.50%-21.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,664 | $5,195-48.7% | $4,182-36.3% | $4,876-45.4% |
| Participant deferral / active EE | $10,639 | $5,834+82.4% | $5,045+110.9% | $5,439+95.6% |
| Admin fee / account holder | $181 | $10,275-98.2% | $8,159-97.8% | $10,885-98.3% |