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 | $79,502 | $59,107+34.5% | $86,436-8.0% | $68,494+16.1% |
| Participation rate | 73.1% | 75.2%-2.2pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | 38.84% | -0.23%+39.1pp | 4394.89%-4356.1pp | -7.84%+46.7pp |
| Employer contribution / active EE | $1,802 | $2,519-28.5% | $3,769-52.2% | $2,596-30.6% |
| Participant deferral / active EE | $3,573 | $5,901-39.5% | $6,952-48.6% | $4,027-11.3% |
| Admin fee / account holder | $261 | $5,637-95.4% | $6,731-96.1% | $5,403-95.2% |