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 | $65,453 | $78,672-16.8% | $109,143-40.0% | $85,850-23.8% |
| Participation rate | 87.1% | 68.3%+18.8pp | 75.9%+11.2pp | 69.3%+17.8pp |
| Annual return | 13.55% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,807 | $2,735+2.6% | $3,722-24.6% | $2,565+9.4% |
| Participant deferral / active EE | $4,008 | $3,467+15.6% | $4,653-13.9% | $3,952+1.4% |
| Admin fee / account holder | $254 | $5,469-95.4% | $6,752-96.2% | $6,260-95.9% |