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 | $65,126 | $93,346-30.2% | $71,796-9.3% | $273,961-76.2% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 2.80% | 130.39%-127.6pp | 78.04%-75.2pp | 41.45%-38.7pp |
| Employer contribution / active EE | $2,788 | $2,733+2.0% | $1,924+44.9% | $4,869-42.7% |
| Participant deferral / active EE | $4,883 | $3,475+40.5% | $2,794+74.8% | $5,287-7.6% |
| Admin fee / account holder | $43 | $6,571-99.3% | $4,815-99.1% | $10,132-99.6% |