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 | $151,844 | $232,540-34.7% | $185,117-18.0% | $147,584+2.9% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 15.46% | 43.03%-27.6pp | 40.50%-25.0pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,039 | $5,195-60.7% | $4,182-51.2% | $4,876-58.2% |
| Participant deferral / active EE | $6,506 | $5,834+11.5% | $5,045+29.0% | $5,439+19.6% |
| Admin fee / account holder | $152 | $10,275-98.5% | $8,159-98.1% | $10,885-98.6% |