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 | $110,957 | $111,535-0.5% | $105,223+5.4% | $137,256-19.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.05% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,176 | $3,939-70.2% | $3,689-68.1% | $4,156-71.7% |
| Participant deferral / active EE | $7,832 | $5,500+42.4% | $5,072+54.4% | $6,407+22.2% |
| Admin fee / account holder | $129 | $9,721-98.7% | $8,859-98.5% | $12,270-98.9% |