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 | $81,791 | $118,450-30.9% | $98,439-16.9% | $139,434-41.3% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 16.14% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,150 | $3,609-40.4% | $3,048-29.5% | $4,751-54.8% |
| Participant deferral / active EE | $6,971 | $5,392+29.3% | $4,738+47.1% | $6,710+3.9% |
| Admin fee / account holder | $234 | $14,026-98.3% | $8,948-97.4% | $11,403-97.9% |