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 | $75,409 | $183,519-58.9% | $155,509-51.5% | $145,922-48.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.68% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,053 | $5,313-61.3% | $4,672-56.1% | $4,660-55.9% |
| Participant deferral / active EE | $5,654 | $6,462-12.5% | $5,626+0.5% | $6,688-15.5% |
| Admin fee / account holder | $297 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |