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 | $104,888 | $100,773+4.1% | $88,946+17.9% | $142,382-26.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 17.98% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,853 | $2,918-36.5% | $2,555-27.5% | $4,299-56.9% |
| Participant deferral / active EE | $2,238 | $5,230-57.2% | $4,581-51.2% | $6,507-65.6% |
| Admin fee / account holder | $30 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |