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 | $73,985 | $108,172-31.6% | $77,482-4.5% | $158,922-53.4% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 14.34% | 31.67%-17.3pp | 54.79%-40.4pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,031 | $1,325-22.1% | $986+4.6% | $4,761-78.3% |
| Participant deferral / active EE | $10,672 | $2,456+334.5% | $1,861+473.4% | $5,982+78.4% |
| Admin fee / account holder | $12 | $3,708-99.7% | $2,858-99.6% | $11,246-99.9% |