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 | $81,428 | $77,899+4.5% | $149,673-45.6% | $75,163+8.3% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.1pp | 67.2%+14.6pp |
| Annual return | 19.11% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,921 | $3,137-38.8% | $4,818-60.1% | $2,670-28.0% |
| Participant deferral / active EE | $3,575 | $3,411+4.8% | $5,680-37.1% | $4,125-13.3% |
| Admin fee / account holder | $238 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |