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 | $70,274 | $106,584-34.1% | $101,326-30.6% | $142,382-50.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 20.20% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,129 | $3,956-71.5% | $3,665-69.2% | $4,299-73.7% |
| Participant deferral / active EE | $12,014 | $8,297+44.8% | $7,994+50.3% | $6,507+84.6% |
| Admin fee / account holder | $262 | $11,446-97.7% | $11,185-97.7% | $12,624-97.9% |