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 | $82,315 | $177,572-53.6% | $154,803-46.8% | $142,382-42.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.60% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,524 | $4,810-47.5% | $4,305-41.4% | $4,299-41.3% |
| Participant deferral / active EE | $5,634 | $6,272-10.2% | $5,540+1.7% | $6,507-13.4% |
| Admin fee / account holder | $244 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |