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 | $62,178 | $149,679-58.5% | $117,039-46.9% | $147,584-57.9% |
| Participation rate | 89.5% | 83.5%+6.0pp | 77.2%+12.3pp | 82.8%+6.6pp |
| Annual return | 20.41% | 19.31%+1.1pp | 18.95%+1.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,919 | $4,937-40.9% | $3,785-22.9% | $4,876-40.1% |
| Participant deferral / active EE | $7,954 | $4,912+61.9% | $3,929+102.4% | $5,439+46.3% |
| Admin fee / account holder | $196 | $7,856-97.5% | $5,974-96.7% | $10,885-98.2% |