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 | $77,786 | $112,881-31.1% | $90,951-14.5% | $158,922-51.1% |
| Participation rate | 94.4% | 74.7%+19.7pp | 69.0%+25.4pp | 82.0%+12.5pp |
| Annual return | 14.45% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,722 | $2,893-40.5% | $2,122-18.9% | $4,761-63.8% |
| Participant deferral / active EE | $5,283 | $4,128+28.0% | $3,373+56.6% | $5,982-11.7% |
| Admin fee / account holder | $1 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |