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 | $80,768 | $162,781-50.4% | $133,956-39.7% | $158,922-49.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 13.48% | 41.94%-28.5pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,108 | $4,975-57.6% | $3,919-46.2% | $4,761-55.7% |
| Participant deferral / active EE | $3,907 | $5,911-33.9% | $5,048-22.6% | $5,982-34.7% |
| Admin fee / account holder | $50 | $11,736-99.6% | $8,927-99.4% | $11,246-99.6% |