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 | $95,117 | $148,534-36.0% | $135,903-30.0% | $139,434-31.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 19.57% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,171 | $5,243-39.5% | $4,856-34.7% | $4,751-33.3% |
| Participant deferral / active EE | $9,934 | $8,100+22.6% | $7,758+28.0% | $6,710+48.0% |
| Admin fee / account holder | $194 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |