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 | $69,878 | $154,117-54.7% | $129,995-46.2% | $139,434-49.9% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 15.22% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,405 | $5,289-54.5% | $4,320-44.3% | $4,751-49.4% |
| Participant deferral / active EE | $4,882 | $6,710-27.2% | $5,820-16.1% | $6,710-27.2% |
| Admin fee / account holder | $65 | $14,007-99.5% | $10,614-99.4% | $11,403-99.4% |