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 | $94,441 | $117,983-20.0% | $101,794-7.2% | $142,382-33.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.82% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,115 | $2,773-23.7% | $2,289-7.6% | $4,299-50.8% |
| Participant deferral / active EE | $4,968 | $4,714+5.4% | $4,084+21.7% | $6,507-23.6% |
| Admin fee / account holder | $193 | $10,433-98.1% | $8,777-97.8% | $12,624-98.5% |