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 6-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 | $87,118 | $148,534-41.3% | $135,903-35.9% | $139,434-37.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.25% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,225 | $5,243-0.3% | $4,856+7.6% | $4,751+10.0% |
| Participant deferral / active EE | $6,628 | $8,100-18.2% | $7,758-14.6% | $6,710-1.2% |
| Admin fee / account holder | $205 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |