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 | $69,210 | $157,256-56.0% | $141,162-51.0% | $152,861-54.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.29% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,490 | $5,261-52.7% | $4,735-47.4% | $4,762-47.7% |
| Participant deferral / active EE | $6,909 | $7,109-2.8% | $6,709+3.0% | $5,850+18.1% |
| Admin fee / account holder | $160 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |