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 | $81,016 | $99,079-18.2% | $77,999+3.9% | $273,961-70.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 12.24% | 217.93%-205.7pp | 425.96%-413.7pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,596 | $3,308-51.7% | $2,470-35.4% | $4,869-67.2% |
| Participant deferral / active EE | $2,742 | $4,306-36.3% | $3,497-21.6% | $5,287-48.1% |
| Admin fee / account holder | $7 | $8,954-99.9% | $5,480-99.9% | $10,132-99.9% |