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 | $62,696 | $165,335-62.1% | $149,696-58.1% | $158,922-60.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 19.69% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,549 | $5,103-10.9% | $4,644-2.1% | $4,761-4.5% |
| Participant deferral / active EE | $5,586 | $7,181-22.2% | $6,842-18.4% | $5,982-6.6% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |