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 | $81,233 | $109,327-25.7% | $89,391-9.1% | $158,922-48.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 18.48% | 345.68%-327.2pp | 245.62%-227.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,384 | $3,170-24.8% | $2,586-7.8% | $4,761-49.9% |
| Participant deferral / active EE | $3,377 | $4,598-26.6% | $3,890-13.2% | $5,982-43.6% |
| Admin fee / account holder | $43 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |