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 9-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 | $108,685 | $127,065-14.5% | $113,168-4.0% | $142,382-23.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.33% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,989 | $3,442-13.2% | $2,975+0.5% | $4,299-30.5% |
| Participant deferral / active EE | $9,429 | $5,716+64.9% | $5,107+84.6% | $6,507+44.9% |
| Admin fee / account holder | $68 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |