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 | $92,608 | $124,281-25.5% | $109,143-15.1% | $167,490-44.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.29% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,404 | $4,207-66.6% | $3,722-62.3% | $4,837-71.0% |
| Participant deferral / active EE | $6,100 | $5,255+16.1% | $4,653+31.1% | $6,341-3.8% |
| Admin fee / account holder | $104 | $7,970-98.7% | $6,752-98.5% | $12,309-99.2% |