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 5-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 | $97,404 | $111,535-12.7% | $105,223-7.4% | $137,256-29.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 15.58% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,358 | $3,939-40.2% | $3,689-36.1% | $4,156-43.3% |
| Participant deferral / active EE | $7,951 | $5,500+44.6% | $5,072+56.8% | $6,407+24.1% |
| Admin fee / account holder | $97 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |