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 | $101,803 | $112,881-9.8% | $90,951+11.9% | $158,922-35.9% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 14.79% | 215.79%-201.0pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,413 | $2,893-51.2% | $2,122-33.4% | $4,761-70.3% |
| Participant deferral / active EE | $4,807 | $4,128+16.5% | $3,373+42.5% | $5,982-19.6% |
| Admin fee / account holder | $99 | $8,041-98.8% | $5,959-98.3% | $11,246-99.1% |