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 | $87,904 | $106,515-17.5% | $96,683-9.1% | $139,434-37.0% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 13.37% | 38.43%-25.1pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $7,586 | $4,103+84.9% | $3,737+103.0% | $4,751+59.7% |
| Participant deferral / active EE | $5,362 | $5,454-1.7% | $4,878+9.9% | $6,710-20.1% |
| Admin fee / account holder | $130 | $7,877-98.3% | $6,730-98.1% | $11,403-98.9% |