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 | $99,147 | $154,117-35.7% | $129,995-23.7% | $139,434-28.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 23.23% | 32.48%-9.2pp | -137.18%+160.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,417 | $5,289-73.2% | $4,320-67.2% | $4,751-70.2% |
| Participant deferral / active EE | $4,507 | $6,710-32.8% | $5,820-22.6% | $6,710-32.8% |
| Admin fee / account holder | $54 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |