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 | $94,809 | $148,534-36.2% | $135,903-30.2% | $139,434-32.0% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 22.29% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.7pp |
| Employer contribution / active EE | $4,577 | $5,243-12.7% | $4,856-5.8% | $4,751-3.7% |
| Participant deferral / active EE | $13,532 | $8,100+67.1% | $7,758+74.4% | $6,710+101.7% |
| Admin fee / account holder | $3 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |