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 | $79,756 | $126,574-37.0% | $106,213-24.9% | $145,922-45.3% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 19.94% | 224.79%-204.9pp | 116.14%-96.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $4,295 | $3,730+15.1% | $3,171+35.4% | $4,660-7.8% |
| Participant deferral / active EE | $9,524 | $5,724+66.4% | $5,016+89.9% | $6,688+42.4% |
| Admin fee / account holder | $173 | $17,304-99.0% | $11,033-98.4% | $13,397-98.7% |