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 | $70,082 | $58,927+18.9% | $76,817-8.8% | $72,985-4.0% |
| Participation rate | 82.6% | 67.3%+15.3pp | 72.1%+10.5pp | 69.5%+13.1pp |
| Annual return | 21.36% | 2305.64%-2284.3pp | 1166.11%-1144.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,711 | $1,787-4.3% | $2,302-25.7% | $2,440-29.9% |
| Participant deferral / active EE | $2,942 | $2,690+9.4% | $3,336-11.8% | $3,607-18.4% |
| Admin fee / account holder | $213 | $4,013-94.7% | $6,420-96.7% | $5,124-95.8% |