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 | $84,088 | $53,516+57.1% | $126,539-33.5% | $84,808-0.8% |
| Participation rate | 74.1% | 58.2%+15.8pp | 69.8%+4.3pp | 68.3%+5.8pp |
| Annual return | 15.62% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,674 | $2,671+187.3% | $4,083+88.0% | $4,212+82.2% |
| Admin fee / account holder | $168 | $4,497-96.3% | $6,065-97.2% | $7,344-97.7% |