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 | $99,622 | $228,332-56.4% | $185,823-46.4% | $158,922-37.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 20.30% | 40.80%-20.5pp | 35.95%-15.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,426 | $4,967-31.0% | $4,087-16.2% | $4,761-28.0% |
| Participant deferral / active EE | $8,184 | $6,415+27.6% | $5,632+45.3% | $5,982+36.8% |
| Admin fee / account holder | $51 | $11,864-99.6% | $9,500-99.5% | $11,246-99.5% |