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 | $103,689 | $67,411+53.8% | $91,001+13.9% | $70,131+47.9% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 26.19% | -40.16%+66.4pp | 4.60%+21.6pp | 73.14%-46.9pp |
| Employer contribution / active EE | $1,779 | $1,786-0.4% | $2,456-27.5% | $2,342-24.0% |
| Participant deferral / active EE | $2,970 | $2,823+5.2% | $3,547-16.3% | $3,332-10.8% |
| Admin fee / account holder | $154 | $4,236-96.4% | $5,417-97.2% | $4,645-96.7% |