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 | $94,292 | $152,587-38.2% | $125,175-24.7% | $152,861-38.3% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 27.44% | 54.84%-27.4pp | 43.79%-16.3pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,641 | $4,946-46.6% | $3,865-31.7% | $4,762-44.6% |
| Participant deferral / active EE | $5,198 | $5,868-11.4% | $4,937+5.3% | $5,850-11.1% |
| Admin fee / account holder | $6 | $13,434-100.0% | $9,702-99.9% | $11,596-100.0% |