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 | $86,301 | $84,233+2.5% | $170,442-49.4% | $70,131+23.1% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 16.69% | 23.06%-6.4pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,770 | $3,387-47.7% | $5,433-67.4% | $2,342-24.4% |
| Participant deferral / active EE | $2,656 | $3,086-13.9% | $4,939-46.2% | $3,332-20.3% |
| Admin fee / account holder | $38 | $5,698-99.3% | $13,880-99.7% | $4,645-99.2% |