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 | $98,923 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.65% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,103 | $5,706+24.5% | $5,011+41.8% | $4,761+49.2% |
| Participant deferral / active EE | $5,790 | $5,954-2.8% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $85 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |