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 | $82,495 | $98,750-16.5% | $149,696-44.9% | $79,858+3.3% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 20.96% | 27.43%-6.5pp | 276.60%-255.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,893 | $3,216-10.0% | $4,644-37.7% | $2,471+17.1% |
| Participant deferral / active EE | $6,736 | $5,680+18.6% | $6,842-1.5% | $3,740+80.1% |
| Admin fee / account holder | $115 | $6,053-98.1% | $9,309-98.8% | $5,306-97.8% |