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 | $68,895 | $101,069-31.8% | $81,478-15.4% | $147,584-53.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 20.03% | 32.40%-12.4pp | 38.78%-18.7pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,645 | $3,205-48.7% | $2,568-35.9% | $4,876-66.3% |
| Participant deferral / active EE | $15,932 | $4,242+275.6% | $3,537+350.5% | $5,439+192.9% |
| Admin fee / account holder | $33 | $5,812-99.4% | $4,561-99.3% | $10,885-99.7% |