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 | $100,388 | $154,117-34.9% | $129,995-22.8% | $139,434-28.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 20.70% | 32.48%-11.8pp | -137.18%+157.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $4,770 | $5,289-9.8% | $4,320+10.4% | $4,751+0.4% |
| Participant deferral / active EE | $10,952 | $6,710+63.2% | $5,820+88.2% | $6,710+63.2% |
| Admin fee / account holder | $200 | $14,007-98.6% | $10,614-98.1% | $11,403-98.2% |