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 | $112,682 | $118,680-5.1% | $98,907+13.9% | $158,922-29.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 19.44% | 372.35%-352.9pp | 196.43%-177.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,564 | $3,333-23.1% | $2,689-4.6% | $4,761-46.1% |
| Participant deferral / active EE | $2,868 | $5,088-43.6% | $4,244-32.4% | $5,982-52.1% |
| Admin fee / account holder | $146 | $10,131-98.6% | $6,642-97.8% | $11,246-98.7% |