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 | $86,493 | $91,552-5.5% | $133,956-35.4% | $79,858+8.3% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 13.78% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $6,034 | $2,384+153.2% | $3,919+54.0% | $2,471+144.2% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $243 | $6,321-96.2% | $8,927-97.3% | $5,306-95.4% |