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 | $81,677 | $115,882-29.5% | $100,516-18.7% | $158,922-48.6% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 17.54% | 34.79%-17.3pp | 30.89%-13.3pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,616 | $4,103-60.6% | $3,418-52.7% | $4,761-66.1% |
| Participant deferral / active EE | $3,797 | $6,674-43.1% | $6,270-39.4% | $5,982-36.5% |
| Admin fee / account holder | $119 | $10,995-98.9% | $8,081-98.5% | $11,246-98.9% |