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 | $82,403 | $177,572-53.6% | $154,803-46.8% | $142,382-42.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 14.02% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,726 | $4,810+19.0% | $4,305+33.0% | $4,299+33.2% |
| Participant deferral / active EE | $4,122 | $6,272-34.3% | $5,540-25.6% | $6,507-36.7% |
| Admin fee / account holder | $205 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |