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 9-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 | $101,592 | $106,584-4.7% | $101,326+0.3% | $142,382-28.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 13.20% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $835 | $3,956-78.9% | $3,665-77.2% | $4,299-80.6% |
| Participant deferral / active EE | $8,155 | $8,297-1.7% | $7,994+2.0% | $6,507+25.3% |
| Admin fee / account holder | $91 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |