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 | $81,844 | $118,849-31.1% | $96,562-15.2% | $167,490-51.1% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.9pp | 82.1%+4.6pp |
| Annual return | 15.16% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,016 | $3,120-35.4% | $2,356-14.5% | $4,837-58.3% |
| Participant deferral / active EE | $4,432 | $4,616-4.0% | $3,849+15.1% | $6,341-30.1% |
| Admin fee / account holder | $7 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |