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 | $78,910 | $114,047-30.8% | $96,139-17.9% | $167,490-52.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 14.16% | 189.88%-175.7pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,958 | $3,427-13.7% | $2,797+5.8% | $4,837-38.8% |
| Participant deferral / active EE | $11,044 | $5,194+112.6% | $4,349+153.9% | $6,341+74.2% |
| Admin fee / account holder | $259 | $6,897-96.2% | $5,537-95.3% | $12,309-97.9% |