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 | $97,395 | $107,334-9.3% | $92,893+4.8% | $152,861-36.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 28.25% | 145.58%-117.3pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $3,264 | $4,221-22.7% | $3,653-10.6% | $4,762-31.5% |
| Participant deferral / active EE | $7,594 | $4,845+56.7% | $4,236+79.3% | $5,850+29.8% |
| Admin fee / account holder | $297 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |