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 | $54,414 | $70,428-22.7% | $96,562-43.6% | $85,850-36.6% |
| Participation rate | 70.5% | 61.8%+8.6pp | 69.8%+0.6pp | 69.3%+1.1pp |
| Annual return | 13.67% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,179 | $1,413+54.2% | $2,356-7.5% | $2,565-15.0% |
| Participant deferral / active EE | $3,746 | $2,894+29.4% | $3,849-2.7% | $3,952-5.2% |
| Admin fee / account holder | $93 | $4,997-98.1% | $6,181-98.5% | $6,260-98.5% |