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 | $85,203 | $102,966-17.3% | $90,281-5.6% | $152,861-44.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 16.41% | 95.16%-78.8pp | 78.10%-61.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,035 | $3,139-35.2% | $2,854-28.7% | $4,762-57.3% |
| Participant deferral / active EE | $10,246 | $4,281+139.3% | $3,885+163.7% | $5,850+75.1% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |