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 | $81,314 | $101,069-19.5% | $81,478-0.2% | $147,584-44.9% |
| Participation rate | 86.7% | 74.5%+12.2pp | 68.0%+18.7pp | 82.8%+3.8pp |
| Annual return | 18.47% | 32.40%-13.9pp | 38.78%-20.3pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,870 | $3,205-41.7% | $2,568-27.2% | $4,876-61.7% |
| Participant deferral / active EE | $4,270 | $4,242+0.7% | $3,537+20.7% | $5,439-21.5% |
| Admin fee / account holder | $70 | $5,812-98.8% | $4,561-98.5% | $10,885-99.4% |