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 | $74,314 | $165,912-55.2% | $122,332-39.3% | $147,584-49.6% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 23.34% | 34.55%-11.2pp | 30.27%-6.9pp | 578.55%-555.2pp |
| Employer contribution / active EE | $8,629 | $5,754+50.0% | $4,050+113.0% | $4,876+77.0% |
| Participant deferral / active EE | $5,636 | $4,005+40.7% | $3,287+71.5% | $5,439+3.6% |
| Admin fee / account holder | $53 | $7,424-99.3% | $5,478-99.0% | $10,885-99.5% |