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 | $97,579 | $157,256-37.9% | $141,162-30.9% | $152,861-36.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.33% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,081 | $5,261-79.4% | $4,735-77.2% | $4,762-77.3% |
| Participant deferral / active EE | $3,763 | $7,109-47.1% | $6,709-43.9% | $5,850-35.7% |
| Admin fee / account holder | $168 | $12,120-98.6% | $10,261-98.4% | $11,596-98.5% |