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 | $143,006 | $165,335-13.5% | $149,696-4.5% | $158,922-10.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.38% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,905 | $5,103-43.1% | $4,644-37.4% | $4,761-39.0% |
| Participant deferral / active EE | $2,807 | $7,181-60.9% | $6,842-59.0% | $5,982-53.1% |
| Admin fee / account holder | $64 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |