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 | $65,824 | $101,069-34.9% | $81,478-19.2% | $147,584-55.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 21.85% | 32.40%-10.6pp | 38.78%-16.9pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,072 | $3,205-66.6% | $2,568-58.3% | $4,876-78.0% |
| Participant deferral / active EE | $10,500 | $4,242+147.5% | $3,537+196.9% | $5,439+93.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |