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 | $89,277 | $114,381-21.9% | $107,525-17.0% | $142,382-37.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 14.06% | 242.71%-228.6pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,489 | $4,015-62.9% | $3,754-60.3% | $4,299-65.4% |
| Participant deferral / active EE | $2,900 | $5,564-47.9% | $5,116-43.3% | $6,507-55.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |