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 | $42,899 | $127,386-66.3% | $115,037-62.7% | $125,391-65.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.95% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,348 | $5,166-35.2% | $4,608-27.3% | $4,866-31.2% |
| Participant deferral / active EE | $6,674 | $6,423+3.9% | $6,026+10.7% | $5,352+24.7% |
| Admin fee / account holder | $80 | $9,516-99.2% | $8,175-99.0% | $9,540-99.2% |