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 | $78,114 | $107,934-27.6% | $91,989-15.1% | $152,861-48.9% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 14.85% | 89.24%-74.4pp | 69.02%-54.2pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,194 | $4,210-47.9% | $3,452-36.4% | $4,762-53.9% |
| Participant deferral / active EE | $4,661 | $6,364-26.8% | $5,923-21.3% | $5,850-20.3% |
| Admin fee / account holder | $212 | $10,520-98.0% | $7,743-97.3% | $11,596-98.2% |