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 | $78,034 | $228,332-65.8% | $185,823-58.0% | $158,922-50.9% |
| Participation rate | 78.3% | 82.3%-4.0pp | 78.0%+0.2pp | 82.0%-3.7pp |
| Annual return | 13.97% | 40.80%-26.8pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $616 | $4,967-87.6% | $4,087-84.9% | $4,761-87.1% |
| Participant deferral / active EE | $2,735 | $6,415-57.4% | $5,632-51.4% | $5,982-54.3% |
| Admin fee / account holder | $167 | $11,864-98.6% | $9,500-98.2% | $11,246-98.5% |