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 | $113,436 | $183,519-38.2% | $155,509-27.1% | $145,922-22.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.16% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,324 | $5,313-75.1% | $4,672-71.7% | $4,660-71.6% |
| Participant deferral / active EE | $2,893 | $6,462-55.2% | $5,626-48.6% | $6,688-56.7% |
| Admin fee / account holder | $26 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |