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 | $72,166 | $172,111-58.1% | $150,298-52.0% | $137,256-47.4% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 19.00% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,981 | $4,636-57.3% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $4,417 | $6,166-28.4% | $5,453-19.0% | $6,407-31.1% |
| Admin fee / account holder | $225 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |