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 | $97,732 | $60,124+62.5% | $90,404+8.1% | $79,858+22.4% |
| Participation rate | 74.6% | 65.0%+9.6pp | 72.7%+1.9pp | 69.6%+4.9pp |
| Annual return | 15.18% | 71.94%-56.8pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,600 | $2,068-22.6% | $3,262-51.0% | $2,471-35.3% |
| Participant deferral / active EE | $3,408 | $2,938+16.0% | $3,963-14.0% | $3,740-8.9% |
| Admin fee / account holder | $271 | $3,976-93.2% | $5,611-95.2% | $5,306-94.9% |