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 | $98,385 | $126,574-22.3% | $106,213-7.4% | $145,922-32.6% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 19.05% | 224.79%-205.7pp | 116.14%-97.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,532 | $3,730-32.1% | $3,171-20.2% | $4,660-45.7% |
| Participant deferral / active EE | $6,760 | $5,724+18.1% | $5,016+34.8% | $6,688+1.1% |
| Admin fee / account holder | $70 | $17,304-99.6% | $11,033-99.4% | $13,397-99.5% |