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 | $88,747 | $197,591-55.1% | $177,821-50.1% | $158,922-44.2% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 18.47% | 58.76%-40.3pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $6,498 | $6,697-3.0% | $5,918+9.8% | $4,761+36.5% |
| Participant deferral / active EE | $8,730 | $8,405+3.9% | $7,714+13.2% | $5,982+45.9% |
| Admin fee / account holder | $203 | $15,399-98.7% | $12,427-98.4% | $11,246-98.2% |