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 | $125,432 | $114,381+9.7% | $107,525+16.7% | $142,382-11.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.32% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,872 | $4,015-28.5% | $3,754-23.5% | $4,299-33.2% |
| Participant deferral / active EE | $4,204 | $5,564-24.4% | $5,116-17.8% | $6,507-35.4% |
| Admin fee / account holder | $156 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |