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 | $66,214 | $118,680-44.2% | $98,907-33.1% | $158,922-58.3% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 17.43% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,805 | $3,333-45.8% | $2,689-32.9% | $4,761-62.1% |
| Participant deferral / active EE | $5,670 | $5,088+11.4% | $4,244+33.6% | $5,982-5.2% |
| Admin fee / account holder | $179 | $10,131-98.2% | $6,642-97.3% | $11,246-98.4% |