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 | $77,156 | $113,339-31.9% | $94,993-18.8% | $147,584-47.7% |
| Participation rate | 93.3% | 78.0%+15.4pp | 73.9%+19.4pp | 82.8%+10.5pp |
| Annual return | 16.63% | 20.77%-4.1pp | 27.12%-10.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,820 | $3,160-10.8% | $2,603+8.3% | $4,876-42.2% |
| Participant deferral / active EE | $4,291 | $3,777+13.6% | $3,317+29.4% | $5,439-21.1% |
| Admin fee / account holder | $280 | $6,063-95.4% | $4,960-94.4% | $10,885-97.4% |