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 | $68,640 | $110,257-37.7% | $96,544-28.9% | $139,434-50.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 24.68% | 26.32%-1.6pp | 25.84%-1.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $3,547 | $3,620-2.0% | $2,965+19.6% | $4,751-25.3% |
| Participant deferral / active EE | $7,225 | $5,548+30.2% | $4,851+48.9% | $6,710+7.7% |
| Admin fee / account holder | $81 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |