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 | $65,393 | $112,881-42.1% | $90,951-28.1% | $158,922-58.9% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 11.76% | 215.79%-204.0pp | 134.60%-122.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,122 | $2,893-26.7% | $2,1220% | $4,761-55.4% |
| Participant deferral / active EE | $5,224 | $4,128+26.6% | $3,373+54.9% | $5,982-12.7% |
| Admin fee / account holder | $256 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |