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 | $73,798 | $107,334-31.2% | $92,893-20.6% | $152,861-51.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 19.59% | 145.58%-126.0pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,261 | $4,221-22.7% | $3,653-10.7% | $4,762-31.5% |
| Participant deferral / active EE | $6,811 | $4,845+40.6% | $4,236+60.8% | $5,850+16.4% |
| Admin fee / account holder | $82 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |