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 | $89,695 | $152,460-41.2% | $118,746-24.5% | $147,584-39.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.3%+7.4pp | 82.8%+2.9pp |
| Annual return | 14.40% | 17.41%-3.0pp | 24.54%-10.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,386 | $5,046-32.9% | $4,193-19.2% | $4,876-30.6% |
| Participant deferral / active EE | $6,771 | $6,212+9.0% | $5,332+27.0% | $5,439+24.5% |
| Admin fee / account holder | $227 | $16,953-98.7% | $10,720-97.9% | $10,885-97.9% |