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 | $91,042 | $148,534-38.7% | $135,903-33.0% | $139,434-34.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 90.43% | 79.19%+11.2pp | 68.23%+22.2pp | 372.94%-282.5pp |
| Employer contribution / active EE | $2,320 | $5,243-55.7% | $4,856-52.2% | $4,751-51.2% |
| Participant deferral / active EE | $7,482 | $8,100-7.6% | $7,758-3.6% | $6,710+11.5% |
| Admin fee / account holder | $136 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |