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 | $71,416 | $99,652-28.3% | $78,778-9.3% | $147,584-51.6% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 15.46% | 47.28%-31.8pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,460 | $2,796+23.8% | $1,986+74.2% | $4,876-29.1% |
| Participant deferral / active EE | $1,166 | $3,664-68.2% | $2,958-60.6% | $5,439-78.6% |
| Admin fee / account holder | $192 | $7,155-97.3% | $5,134-96.3% | $10,885-98.2% |