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 | $102,812 | $165,335-37.8% | $149,696-31.3% | $158,922-35.3% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 19.22% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,273 | $5,103-55.4% | $4,644-51.0% | $4,761-52.3% |
| Participant deferral / active EE | $5,229 | $7,181-27.2% | $6,842-23.6% | $5,982-12.6% |
| Admin fee / account holder | $282 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |