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 | $127,151 | $157,256-19.1% | $141,162-9.9% | $152,861-16.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 27.36% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $3,138 | $5,261-40.4% | $4,735-33.7% | $4,762-34.1% |
| Participant deferral / active EE | $6,509 | $7,109-8.5% | $6,709-3.0% | $5,850+11.3% |
| Admin fee / account holder | $258 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |