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 | $116,776 | $162,781-28.3% | $133,956-12.8% | $158,922-26.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 15.79% | 41.94%-26.2pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,709 | $4,975-65.7% | $3,919-56.4% | $4,761-64.1% |
| Participant deferral / active EE | $7,233 | $5,911+22.4% | $5,048+43.3% | $5,982+20.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |