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 | $76,569 | $154,228-50.4% | $145,433-47.4% | $137,256-44.2% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 18.00% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,986 | $4,804+3.8% | $4,554+9.5% | $4,156+20.0% |
| Participant deferral / active EE | $7,495 | $8,216-8.8% | $7,897-5.1% | $6,407+17.0% |
| Admin fee / account holder | $236 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |