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 | $192,336 | $215,361-10.7% | $171,082+12.4% | $273,961-29.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 6.22% | 25.14%-18.9pp | 32.56%-26.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,158 | $4,967-36.4% | $4,002-21.1% | $4,869-35.1% |
| Participant deferral / active EE | $13,009 | $5,543+134.7% | $4,797+171.2% | $5,287+146.1% |
| Admin fee / account holder | $287 | $10,846-97.4% | $8,520-96.6% | $10,132-97.2% |