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 | $67,979 | $201,259-66.2% | $184,200-63.1% | $145,959-53.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 25.90% | 28.98%-3.1pp | 28.80%-2.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $3,076 | $7,018-56.2% | $6,424-52.1% | $4,661-34.0% |
| Participant deferral / active EE | $8,563 | $9,806-12.7% | $9,132-6.2% | $6,689+28.0% |
| Admin fee / account holder | $271 | $16,372-98.3% | $13,907-98.1% | $13,398-98.0% |