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 | $72,008 | $104,251-30.9% | $91,001-20.9% | $147,584-51.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 21.07% | 27.06%-6.0pp | 4.60%+16.5pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,004 | $3,116-35.7% | $2,456-18.4% | $4,876-58.9% |
| Participant deferral / active EE | $5,498 | $4,195+31.1% | $3,547+55.0% | $5,439+1.1% |
| Admin fee / account holder | $23 | $8,948-99.7% | $5,417-99.6% | $10,885-99.8% |