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 | $96,720 | $112,096-13.7% | $95,952+0.8% | $158,922-39.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 15.86% | 171.09%-155.2pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,519 | $3,198-21.2% | $2,541-0.9% | $4,761-47.1% |
| Participant deferral / active EE | $5,281 | $4,784+10.4% | $4,167+26.7% | $5,982-11.7% |
| Admin fee / account holder | $21 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |