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 | $94,045 | $110,257-14.7% | $96,544-2.6% | $139,434-32.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 12.31% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,270 | $3,620-64.9% | $2,965-57.2% | $4,751-73.3% |
| Participant deferral / active EE | $8,256 | $5,548+48.8% | $4,851+70.2% | $6,710+23.0% |
| Admin fee / account holder | $31 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |