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 | $74,489 | $81,208-8.3% | $98,907-24.7% | $79,858-6.7% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.8pp | 69.6%+13.2pp |
| Annual return | 19.03% | 60.99%-42.0pp | 196.43%-177.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $464 | $1,960-76.3% | $2,689-82.7% | $2,471-81.2% |
| Participant deferral / active EE | $3,111 | $3,265-4.7% | $4,244-26.7% | $3,740-16.8% |
| Admin fee / account holder | $258 | $6,013-95.7% | $6,642-96.1% | $5,306-95.1% |