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 | $99,436 | $148,534-33.1% | $135,903-26.8% | $139,434-28.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.76% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,319 | $5,243-36.7% | $4,856-31.7% | $4,751-30.1% |
| Participant deferral / active EE | $7,670 | $8,100-5.3% | $7,758-1.1% | $6,710+14.3% |
| Admin fee / account holder | $137 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |