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 | $95,272 | $155,788-38.8% | $124,672-23.6% | $167,490-43.1% |
| Participation rate | 81.8% | 81.1%+0.7pp | 74.6%+7.2pp | 82.1%-0.3pp |
| Annual return | 13.97% | 17.97%-4.0pp | 5142.93%-5129.0pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,282 | $4,163-69.2% | $3,324-61.4% | $4,837-73.5% |
| Participant deferral / active EE | $3,229 | $5,673-43.1% | $4,614-30.0% | $6,341-49.1% |
| Admin fee / account holder | $46 | $9,531-99.5% | $7,493-99.4% | $12,309-99.6% |