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 | $123,991 | $98,750+25.6% | $149,696-17.2% | $79,858+55.3% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 21.08% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,187 | $3,216-32.0% | $4,644-52.9% | $2,471-11.5% |
| Participant deferral / active EE | $5,829 | $5,680+2.6% | $6,842-14.8% | $3,740+55.8% |
| Admin fee / account holder | $175 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |