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 | $95,204 | $201,272-52.7% | $184,203-48.3% | $145,922-34.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.13% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,907 | $7,022-58.6% | $6,427-54.8% | $4,660-37.6% |
| Participant deferral / active EE | $5,520 | $9,806-43.7% | $9,131-39.5% | $6,688-17.5% |
| Admin fee / account holder | $182 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |