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 | $112,729-16.2% | $98,716-4.3% | $137,256-31.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 17.82% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,115 | $2,725-22.4% | $2,279-7.2% | $4,156-49.1% |
| Participant deferral / active EE | $4,968 | $4,640+7.1% | $4,048+22.7% | $6,407-22.5% |
| Admin fee / account holder | $193 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |