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 | $138,378 | $149,734-7.6% | $118,925+16.4% | $158,922-12.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 6.34% | 19.95%-13.6pp | 35.88%-29.5pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,597 | $4,115-61.2% | $3,263-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $2,068 | $5,223-60.4% | $4,265-51.5% | $5,982-65.4% |
| Admin fee / account holder | $15 | $8,603-99.8% | $6,581-99.8% | $11,246-99.9% |