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 | $76,836 | $148,534-48.3% | $135,903-43.5% | $139,434-44.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.09% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,305 | $5,243-37.0% | $4,856-31.9% | $4,751-30.4% |
| Participant deferral / active EE | $7,345 | $8,100-9.3% | $7,758-5.3% | $6,710+9.5% |
| Admin fee / account holder | $256 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |