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 | $80,932 | $93,571-13.5% | $135,903-40.4% | $75,163+7.7% |
| Participation rate | 81.1% | 75.2%+6.0pp | 81.9%-0.8pp | 67.2%+13.9pp |
| Annual return | 15.32% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,802 | $6,404-25.0% | $7,758-38.1% | $4,125+16.4% |
| Admin fee / account holder | $49 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |