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 | $125,120 | $135,952-8.0% | $123,892+1.0% | $273,961-54.3% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.43% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,944 | $5,170-43.1% | $4,617-36.2% | $4,869-39.5% |
| Participant deferral / active EE | $6,602 | $6,343+4.1% | $5,984+10.3% | $5,287+24.9% |
| Admin fee / account holder | $296 | $9,817-97.0% | $8,357-96.5% | $10,132-97.1% |