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 | $105,836 | $197,591-46.4% | $177,821-40.5% | $158,922-33.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 30.76% | 58.76%-28.0pp | 48.32%-17.6pp | 302.83%-272.1pp |
| Employer contribution / active EE | $5,756 | $6,697-14.1% | $5,918-2.8% | $4,761+20.9% |
| Participant deferral / active EE | $6,893 | $8,405-18.0% | $7,714-10.6% | $5,982+15.2% |
| Admin fee / account holder | $73 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |