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 | $103,374 | $162,781-36.5% | $133,956-22.8% | $158,922-35.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 7.83% | 41.94%-34.1pp | 45.09%-37.3pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,486 | $4,975-50.0% | $3,919-36.6% | $4,761-47.8% |
| Participant deferral / active EE | $11,206 | $5,911+89.6% | $5,048+122.0% | $5,982+87.3% |
| Admin fee / account holder | $54 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |