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 | $69,051 | $89,355-22.7% | $141,162-51.1% | $72,985-5.4% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.5%-9.5pp | 69.5%+3.5pp |
| Annual return | 28.71% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $1,851 | $3,114-40.6% | $4,735-60.9% | $2,440-24.1% |
| Participant deferral / active EE | $2,881 | $5,418-46.8% | $6,709-57.1% | $3,607-20.1% |
| Admin fee / account holder | $194 | $5,958-96.8% | $10,261-98.1% | $5,124-96.2% |