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 | $117,007 | $135,952-13.9% | $123,892-5.6% | $273,961-57.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.35% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $6,404 | $5,170+23.9% | $4,617+38.7% | $4,869+31.5% |
| Participant deferral / active EE | $2,688 | $6,343-57.6% | $5,984-55.1% | $5,287-49.2% |
| Admin fee / account holder | $95 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |