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 | $124,220 | $197,591-37.1% | $177,821-30.1% | $158,922-21.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 25.06% | 58.76%-33.7pp | 48.32%-23.3pp | 302.83%-277.8pp |
| Employer contribution / active EE | $5,942 | $6,697-11.3% | $5,918+0.4% | $4,761+24.8% |
| Participant deferral / active EE | $3,549 | $8,405-57.8% | $7,714-54.0% | $5,982-40.7% |
| Admin fee / account holder | $118 | $15,399-99.2% | $12,427-99.1% | $11,246-99.0% |