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 | $86,980 | $118,680-26.7% | $98,907-12.1% | $158,922-45.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 21.02% | 372.35%-351.3pp | 196.43%-175.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,345 | $3,333-29.6% | $2,689-12.8% | $4,761-50.8% |
| Participant deferral / active EE | $5,329 | $5,088+4.7% | $4,244+25.6% | $5,982-10.9% |
| Admin fee / account holder | $35 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |