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 | $81,562 | $124,319-34.4% | $111,297-26.7% | $167,490-51.3% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 15.58% | 37.44%-21.9pp | 54.65%-39.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,898 | $3,435+13.5% | $2,731+42.7% | $4,837-19.4% |
| Participant deferral / active EE | $13,098 | $5,180+152.8% | $4,487+191.9% | $6,341+106.6% |
| Admin fee / account holder | $10 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |