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 | $105,219 | $91,190+15.4% | $178,490-41.1% | $79,858+31.8% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 15.85% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,967 | $3,256+52.6% | $5,011-0.9% | $2,471+101.0% |
| Participant deferral / active EE | $3,422 | $3,236+5.8% | $5,202-34.2% | $3,740-8.5% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |