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 | $77,374 | $98,240-21.2% | $82,313-6.0% | $147,584-47.6% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 14.08% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,937 | $3,192-39.3% | $2,428-20.2% | $4,876-60.3% |
| Participant deferral / active EE | $5,030 | $4,383+14.8% | $3,706+35.7% | $5,439-7.5% |
| Admin fee / account holder | $199 | $8,563-97.7% | $5,608-96.4% | $10,885-98.2% |