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 | $87,129 | $117,841-26.1% | $102,423-14.9% | $145,922-40.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 32.80% | 31.65%+1.2pp | 29.32%+3.5pp | 561.29%-528.5pp |
| Employer contribution / active EE | $2,540 | $3,615-29.7% | $3,023-16.0% | $4,660-45.5% |
| Participant deferral / active EE | $8,546 | $5,731+49.1% | $5,053+69.1% | $6,688+27.8% |
| Admin fee / account holder | $11 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |