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 | $113,969 | $177,572-35.8% | $154,803-26.4% | $142,382-20.0% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 18.83% | 65.07%-46.2pp | 58.88%-40.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,667 | $4,810-23.8% | $4,305-14.8% | $4,299-14.7% |
| Participant deferral / active EE | $5,554 | $6,272-11.4% | $5,540+0.3% | $6,507-14.6% |
| Admin fee / account holder | $146 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |