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 | $95,339 | $114,381-16.6% | $107,525-11.3% | $142,382-33.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 17.34% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,144 | $4,015-21.7% | $3,754-16.2% | $4,299-26.9% |
| Participant deferral / active EE | $4,223 | $5,564-24.1% | $5,116-17.4% | $6,507-35.1% |
| Admin fee / account holder | $72 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |