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 | $74,552 | $157,256-52.6% | $141,162-47.2% | $152,861-51.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 29.41% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,877 | $5,261-45.3% | $4,735-39.2% | $4,762-39.6% |
| Participant deferral / active EE | $10,860 | $7,109+52.8% | $6,709+61.9% | $5,850+85.6% |
| Admin fee / account holder | $87 | $12,120-99.3% | $10,261-99.2% | $11,596-99.2% |