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 | $81,397 | $98,240-17.1% | $82,313-1.1% | $147,584-44.8% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 15.39% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,581 | $3,192-19.1% | $2,428+6.3% | $4,876-47.1% |
| Participant deferral / active EE | $6,294 | $4,383+43.6% | $3,706+69.8% | $5,439+15.7% |
| Admin fee / account holder | $15 | $8,563-99.8% | $5,608-99.7% | $10,885-99.9% |