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 | $91,095 | $106,515-14.5% | $96,683-5.8% | $139,434-34.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 14.98% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,598 | $4,103-61.1% | $3,737-57.2% | $4,751-66.4% |
| Participant deferral / active EE | $3,551 | $5,454-34.9% | $4,878-27.2% | $6,710-47.1% |
| Admin fee / account holder | $296 | $7,877-96.2% | $6,730-95.6% | $11,403-97.4% |