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 | $82,371 | $154,228-46.6% | $145,433-43.4% | $137,256-40.0% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,647 | $4,804-65.7% | $4,554-63.8% | $4,156-60.4% |
| Participant deferral / active EE | $5,190 | $8,216-36.8% | $7,897-34.3% | $6,407-19.0% |
| Admin fee / account holder | $258 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |