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 | $120,271 | $124,319-3.3% | $111,297+8.1% | $167,490-28.2% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 16.04% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,585 | $3,435-53.9% | $2,731-42.0% | $4,837-67.2% |
| Participant deferral / active EE | $2,455 | $5,180-52.6% | $4,487-45.3% | $6,341-61.3% |
| Admin fee / account holder | $291 | $10,618-97.3% | $7,964-96.4% | $12,309-97.6% |