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 | $74,892 | $66,402+12.8% | $109,895-31.9% | $85,850-12.8% |
| Participation rate | 78.4% | 63.9%+14.6pp | 74.2%+4.2pp | 69.3%+9.1pp |
| Annual return | 14.09% | 19.59%-5.5pp | 29.45%-15.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $735 | $1,687-56.4% | $2,842-74.1% | $2,565-71.4% |
| Participant deferral / active EE | $3,508 | $2,842+23.4% | $4,048-13.3% | $3,952-11.2% |
| Admin fee / account holder | $143 | $4,557-96.9% | $6,066-97.6% | $6,260-97.7% |