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 | $90,865 | $91,037-0.2% | $71,671+26.8% | $147,584-38.4% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 21.32% | 20.48%+0.8pp | 20.65%+0.7pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,332 | $3,327-60.0% | $2,460-45.8% | $4,876-72.7% |
| Participant deferral / active EE | $4,378 | $4,498-2.7% | $3,438+27.3% | $5,439-19.5% |
| Admin fee / account holder | $61 | $8,613-99.3% | $5,558-98.9% | $10,885-99.4% |