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 | $97,850 | $197,591-50.5% | $177,821-45.0% | $158,922-38.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 27.33% | 58.76%-31.4pp | 48.32%-21.0pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,645 | $6,697-75.4% | $5,918-72.2% | $4,761-65.4% |
| Participant deferral / active EE | $6,219 | $8,405-26.0% | $7,714-19.4% | $5,982+4.0% |
| Admin fee / account holder | $277 | $15,399-98.2% | $12,427-97.8% | $11,246-97.5% |