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 | $130,987 | $114,381+14.5% | $107,525+21.8% | $142,382-8.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.06% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,377 | $4,015-65.7% | $3,754-63.3% | $4,299-68.0% |
| Participant deferral / active EE | $6,977 | $5,564+25.4% | $5,116+36.4% | $6,507+7.2% |
| Admin fee / account holder | $234 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |