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 | $119,180 | $110,257+8.1% | $96,544+23.4% | $139,434-14.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 15.14% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,785 | $3,620-23.1% | $2,965-6.1% | $4,751-41.4% |
| Participant deferral / active EE | $6,982 | $5,548+25.9% | $4,851+43.9% | $6,710+4.1% |
| Admin fee / account holder | $24 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |