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 | $112,816 | $149,734-24.7% | $118,925-5.1% | $158,922-29.0% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.7pp |
| Annual return | 17.02% | 19.95%-2.9pp | 35.88%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,309 | $4,115-43.9% | $3,263-29.2% | $4,761-51.5% |
| Participant deferral / active EE | $2,975 | $5,223-43.0% | $4,265-30.2% | $5,982-50.3% |
| Admin fee / account holder | $18 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |