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 | $89,304 | $93,571-4.6% | $135,903-34.3% | $75,163+18.8% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 61.80% | 30.90%+30.9pp | 68.23%-6.4pp | 160.62%-98.8pp |
| Employer contribution / active EE | $3,744 | $3,537+5.9% | $4,856-22.9% | $2,670+40.2% |
| Participant deferral / active EE | $8,715 | $6,404+36.1% | $7,758+12.3% | $4,125+111.3% |
| Admin fee / account holder | $164 | $6,975-97.6% | $10,762-98.5% | $5,651-97.1% |