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 | $91,277 | $148,534-38.5% | $135,903-32.8% | $139,434-34.5% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 80.47% | 79.19%+1.3pp | 68.23%+12.2pp | 372.94%-292.5pp |
| Employer contribution / active EE | $11,765 | $5,243+124.4% | $4,856+142.3% | $4,751+147.6% |
| Participant deferral / active EE | $15,897 | $8,100+96.3% | $7,758+104.9% | $6,710+136.9% |
| Admin fee / account holder | $93 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |