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 | $107,847 | $165,335-34.8% | $149,696-28.0% | $158,922-32.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 8.50% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $3,521 | $5,103-31.0% | $4,644-24.2% | $4,761-26.0% |
| Participant deferral / active EE | $5,546 | $7,181-22.8% | $6,842-18.9% | $5,982-7.3% |
| Admin fee / account holder | $8 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |