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 | $85,495 | $99,652-14.2% | $78,778+8.5% | $147,584-42.1% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 14.67% | 47.28%-32.6pp | 35.62%-21.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,536 | $2,796-45.1% | $1,986-22.6% | $4,876-68.5% |
| Participant deferral / active EE | $4,348 | $3,664+18.7% | $2,958+47.0% | $5,439-20.1% |
| Admin fee / account holder | $255 | $7,155-96.4% | $5,134-95.0% | $10,885-97.7% |