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 | $124,171 | $149,734-17.1% | $118,925+4.4% | $158,922-21.9% |
| Participation rate | 94.1% | 82.1%+12.0pp | 75.4%+18.7pp | 82.0%+12.2pp |
| Annual return | 15.64% | 19.95%-4.3pp | 35.88%-20.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,656 | $4,115-59.8% | $3,263-49.2% | $4,761-65.2% |
| Participant deferral / active EE | $2,755 | $5,223-47.2% | $4,265-35.4% | $5,982-53.9% |
| Admin fee / account holder | $74 | $8,603-99.1% | $6,581-98.9% | $11,246-99.3% |