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 | $81,426 | $157,256-48.2% | $141,162-42.3% | $152,861-46.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 28.92% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,668 | $5,261-30.3% | $4,735-22.5% | $4,762-23.0% |
| Participant deferral / active EE | $12,080 | $7,109+69.9% | $6,709+80.1% | $5,850+106.5% |
| Admin fee / account holder | $67 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |