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 | $75,134 | $124,425-39.6% | $112,040-32.9% | $137,256-45.3% |
| Participation rate | 77.3% | 79.3%-2.0pp | 76.5%+0.8pp | 80.0%-2.7pp |
| Annual return | 17.12% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,924 | $3,411-14.3% | $2,954-1.0% | $4,156-29.6% |
| Participant deferral / active EE | $6,916 | $5,718+20.9% | $5,098+35.7% | $6,407+7.9% |
| Admin fee / account holder | $123 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |