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 | $86,984 | $102,966-15.5% | $90,281-3.7% | $152,861-43.1% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 21.90% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,994 | $3,139-36.5% | $2,854-30.1% | $4,762-58.1% |
| Participant deferral / active EE | $6,499 | $4,281+51.8% | $3,885+67.3% | $5,850+11.1% |
| Admin fee / account holder | $273 | $6,171-95.6% | $5,351-94.9% | $11,596-97.6% |