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 | $82,681 | $102,966-19.7% | $90,281-8.4% | $152,861-45.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 12.69% | 95.16%-82.5pp | 78.10%-65.4pp | 345.32%-332.6pp |
| Employer contribution / active EE | $1,602 | $3,139-49.0% | $2,854-43.9% | $4,762-66.4% |
| Participant deferral / active EE | $4,777 | $4,281+11.6% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $274 | $6,171-95.6% | $5,351-94.9% | $11,596-97.6% |