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 | $122,978 | $148,534-17.2% | $135,903-9.5% | $139,434-11.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 14.60% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,552 | $5,243-32.3% | $4,856-26.9% | $4,751-25.2% |
| Participant deferral / active EE | $5,253 | $8,100-35.2% | $7,758-32.3% | $6,710-21.7% |
| Admin fee / account holder | $195 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |