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 | $108,738 | $102,828+5.7% | $105,387+3.2% | $152,861-28.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 21.27% | 20.85%+0.4pp | 26.82%-5.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,566 | $4,473-42.6% | $4,213-39.1% | $4,762-46.1% |
| Participant deferral / active EE | $4,177 | $5,465-23.6% | $5,502-24.1% | $5,850-28.6% |
| Admin fee / account holder | $273 | $8,683-96.9% | $6,559-95.8% | $11,596-97.6% |