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 | $114,054 | $197,591-42.3% | $177,821-35.9% | $158,922-28.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 15.19% | 58.76%-43.6pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,468 | $6,697-63.2% | $5,918-58.3% | $4,761-48.2% |
| Participant deferral / active EE | $5,452 | $8,405-35.1% | $7,714-29.3% | $5,982-8.9% |
| Admin fee / account holder | $37 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |