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 | $79,003 | $117,841-33.0% | $102,423-22.9% | $145,922-45.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.57% | 31.65%-21.1pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,392 | $3,615-33.8% | $3,023-20.9% | $4,660-48.7% |
| Participant deferral / active EE | $3,386 | $5,731-40.9% | $5,053-33.0% | $6,688-49.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |