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 | $67,270 | $102,616-34.4% | $81,983-17.9% | $158,922-57.7% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 17.53% | 61.04%-43.5pp | 41.31%-23.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,436 | $3,240-55.7% | $2,498-42.5% | $4,761-69.8% |
| Participant deferral / active EE | $3,346 | $4,648-28.0% | $3,722-10.1% | $5,982-44.1% |
| Admin fee / account holder | $116 | $8,235-98.6% | $5,664-98.0% | $11,246-99.0% |