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 | $67,191 | $183,519-63.4% | $155,509-56.8% | $145,922-54.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.51% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,152 | $5,313-59.5% | $4,672-53.9% | $4,660-53.8% |
| Participant deferral / active EE | $5,689 | $6,462-12.0% | $5,626+1.1% | $6,688-14.9% |
| Admin fee / account holder | $53 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |