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 | $95,556 | $114,381-16.5% | $107,525-11.1% | $142,382-32.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 12.79% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,901 | $4,015-52.7% | $3,754-49.4% | $4,299-55.8% |
| Participant deferral / active EE | $6,156 | $5,564+10.6% | $5,116+20.3% | $6,507-5.4% |
| Admin fee / account holder | $167 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |