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 | $82,360 | $109,881-25.0% | $150,045-45.1% | $84,808-2.9% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 14.93% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,524 | $3,561-57.2% | $4,693-67.5% | $2,631-42.1% |
| Participant deferral / active EE | $4,547 | $6,636-31.5% | $7,997-43.1% | $4,212+8.0% |
| Admin fee / account holder | $296 | $8,568-96.5% | $13,435-97.8% | $7,344-96.0% |