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 | $112,729-25.4% | $98,716-14.8% | $137,256-38.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.3%+11.7pp | 80.0%+1.0pp |
| Annual return | 26.86% | 38.48%-11.6pp | 31.81%-4.9pp | 220.34%-193.5pp |
| Employer contribution / active EE | $946 | $2,725-65.3% | $2,279-58.5% | $4,156-77.2% |
| Participant deferral / active EE | $2,349 | $4,640-49.4% | $4,048-42.0% | $6,407-63.3% |
| Admin fee / account holder | $54 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |