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 | $97,615 | $106,515-8.4% | $96,683+1.0% | $139,434-30.0% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 14.42% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,367 | $4,103-42.3% | $3,737-36.7% | $4,751-50.2% |
| Participant deferral / active EE | $5,602 | $5,454+2.7% | $4,878+14.8% | $6,710-16.5% |
| Admin fee / account holder | $12 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |