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 | $97,884 | $179,726-45.5% | $156,263-37.4% | $142,382-31.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.67% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,514 | $5,069-50.4% | $4,333-42.0% | $4,299-41.5% |
| Participant deferral / active EE | $9,420 | $6,956+35.4% | $6,158+53.0% | $6,507+44.8% |
| Admin fee / account holder | $24 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |