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 | $93,740 | $176,812-47.0% | $146,665-36.1% | $167,490-44.0% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 14.27% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,532 | $5,160-70.3% | $4,136-63.0% | $4,837-68.3% |
| Participant deferral / active EE | $5,166 | $6,440-19.8% | $5,506-6.2% | $6,341-18.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |