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 | $81,141 | $91,190-11.0% | $178,490-54.5% | $79,858+1.6% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 12.74% | 24.19%-11.5pp | 151.07%-138.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,720 | $3,256-47.2% | $5,011-65.7% | $2,471-30.4% |
| Participant deferral / active EE | $2,698 | $3,236-16.6% | $5,202-48.1% | $3,740-27.9% |
| Admin fee / account holder | $241 | $6,751-96.4% | $13,984-98.3% | $5,306-95.5% |