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 | $62,460 | $172,111-63.7% | $150,298-58.4% | $137,256-54.5% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 14.53% | 69.37%-54.8pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,309 | $4,636-71.8% | $4,154-68.5% | $4,156-68.5% |
| Participant deferral / active EE | $3,968 | $6,166-35.7% | $5,453-27.2% | $6,407-38.1% |
| Admin fee / account holder | $64 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |