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 | $67,871 | $81,208-16.4% | $98,907-31.4% | $79,858-15.0% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 13.78% | 60.99%-47.2pp | 196.43%-182.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,047 | $1,960-46.6% | $2,689-61.1% | $2,471-57.6% |
| Participant deferral / active EE | $4,189 | $3,265+28.3% | $4,244-1.3% | $3,740+12.0% |
| Admin fee / account holder | $63 | $6,013-98.9% | $6,642-99.0% | $5,306-98.8% |