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 | $84,135 | $117,983-28.7% | $101,794-17.3% | $142,382-40.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 26.86% | 36.92%-10.1pp | 30.53%-3.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $946 | $2,773-65.9% | $2,289-58.7% | $4,299-78.0% |
| Participant deferral / active EE | $2,349 | $4,714-50.2% | $4,084-42.5% | $6,507-63.9% |
| Admin fee / account holder | $54 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |