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 | $77,674 | $148,534-47.7% | $135,903-42.8% | $139,434-44.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.49% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,548 | $5,243-51.4% | $4,856-47.5% | $4,751-46.4% |
| Participant deferral / active EE | $5,341 | $8,100-34.1% | $7,758-31.2% | $6,710-20.4% |
| Admin fee / account holder | $10 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |