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 | $80,095 | $228,332-64.9% | $185,823-56.9% | $158,922-49.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 17.04% | 40.80%-23.8pp | 35.95%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $985 | $4,967-80.2% | $4,087-75.9% | $4,761-79.3% |
| Participant deferral / active EE | $11,249 | $6,415+75.4% | $5,632+99.7% | $5,982+88.0% |
| Admin fee / account holder | $107 | $11,864-99.1% | $9,500-98.9% | $11,246-99.0% |