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 | $88,577 | $91,037-2.7% | $71,671+23.6% | $147,584-40.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.17% | 20.48%-6.3pp | 20.65%-6.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,351 | $3,327-59.4% | $2,460-45.1% | $4,876-72.3% |
| Participant deferral / active EE | $5,832 | $4,498+29.7% | $3,438+69.6% | $5,439+7.2% |
| Admin fee / account holder | $134 | $8,613-98.4% | $5,558-97.6% | $10,885-98.8% |