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 | $95,160 | $87,540+8.7% | $75,781+25.6% | $125,391-24.1% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 15.73% | 13.48%+2.3pp | 9.68%+6.1pp | 282.22%-266.5pp |
| Employer contribution / active EE | $2,202 | $3,930-44.0% | $3,323-33.7% | $4,866-54.7% |
| Participant deferral / active EE | $5,590 | $4,229+32.2% | $3,651+53.1% | $5,352+4.5% |
| Admin fee / account holder | $4 | $6,502-99.9% | $5,299-99.9% | $9,540-100.0% |