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 | $75,570 | $127,065-40.5% | $113,168-33.2% | $142,382-46.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 17.28% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,088 | $3,442-68.4% | $2,975-63.4% | $4,299-74.7% |
| Participant deferral / active EE | $2,530 | $5,716-55.7% | $5,107-50.5% | $6,507-61.1% |
| Admin fee / account holder | $24 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |