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 | $100,669 | $124,319-19.0% | $111,297-9.5% | $167,490-39.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.84% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,445 | $3,435-28.8% | $2,731-10.5% | $4,837-49.4% |
| Participant deferral / active EE | $4,631 | $5,180-10.6% | $4,487+3.2% | $6,341-27.0% |
| Admin fee / account holder | $24 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |