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 | $109,019 | $177,572-38.6% | $154,803-29.6% | $142,382-23.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.11% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,704 | $4,810-64.6% | $4,305-60.4% | $4,299-60.4% |
| Participant deferral / active EE | $6,464 | $6,272+3.1% | $5,540+16.7% | $6,507-0.7% |
| Admin fee / account holder | $224 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |