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 | $82,487 | $232,540-64.5% | $185,117-55.4% | $147,584-44.1% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 16.22% | 43.03%-26.8pp | 40.50%-24.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,928 | $5,195-5.1% | $4,182+17.9% | $4,876+1.1% |
| Participant deferral / active EE | $7,878 | $5,834+35.0% | $5,045+56.2% | $5,439+44.8% |
| Admin fee / account holder | $186 | $10,275-98.2% | $8,159-97.7% | $10,885-98.3% |