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 | $54,463 | $84,233-35.3% | $170,442-68.0% | $70,131-22.3% |
| Participation rate | 95.8% | 70.8%+25.0pp | 83.6%+12.2pp | 69.5%+26.3pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,680 | $3,387-50.4% | $5,433-69.1% | $2,342-28.3% |
| Participant deferral / active EE | $3,142 | $3,086+1.8% | $4,939-36.4% | $3,332-5.7% |
| Admin fee / account holder | $159 | $5,698-97.2% | $13,880-98.9% | $4,645-96.6% |