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 | $74,718 | $85,766-12.9% | $136,294-45.2% | $70,131+6.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 24.08% | 31.45%-7.4pp | 5155.94%-5131.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,250 | $2,966+9.6% | $4,695-30.8% | $2,342+38.8% |
| Participant deferral / active EE | $5,302 | $5,051+5.0% | $6,247-15.1% | $3,332+59.1% |
| Admin fee / account holder | $182 | $5,420-96.6% | $9,243-98.0% | $4,645-96.1% |