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 | $88,224 | $117,983-25.2% | $101,794-13.3% | $142,382-38.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 15.42% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,306 | $2,773-52.9% | $2,289-42.9% | $4,299-69.6% |
| Participant deferral / active EE | $3,976 | $4,714-15.6% | $4,084-2.6% | $6,507-38.9% |
| Admin fee / account holder | $192 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |