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 | $102,378 | $183,519-44.2% | $155,509-34.2% | $145,922-29.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 12.07% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,597 | $5,313+5.4% | $4,672+19.8% | $4,660+20.1% |
| Participant deferral / active EE | $3,513 | $6,462-45.6% | $5,626-37.6% | $6,688-47.5% |
| Admin fee / account holder | $225 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |