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 | $68,461 | $149,734-54.3% | $118,925-42.4% | $158,922-56.9% |
| Participation rate | 81.8% | 82.1%-0.3pp | 75.4%+6.4pp | 82.0%-0.1pp |
| Annual return | 18.67% | 19.95%-1.3pp | 35.88%-17.2pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,383 | $4,115-66.4% | $3,263-57.6% | $4,761-70.9% |
| Participant deferral / active EE | $4,444 | $5,223-14.9% | $4,265+4.2% | $5,982-25.7% |
| Admin fee / account holder | $40 | $8,603-99.5% | $6,581-99.4% | $11,246-99.6% |