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 5-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 | $78,878 | $159,602-50.6% | $150,045-47.4% | $142,382-44.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 17.48% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,584 | $4,961-47.9% | $4,693-44.9% | $4,299-39.9% |
| Participant deferral / active EE | $7,909 | $8,310-4.8% | $7,997-1.1% | $6,507+21.5% |
| Admin fee / account holder | $155 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |