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 | $80,949 | $98,750-18.0% | $149,696-45.9% | $79,858+1.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 12.86% | 27.43%-14.6pp | 276.60%-263.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,699 | $3,216-16.1% | $4,644-41.9% | $2,471+9.2% |
| Participant deferral / active EE | $5,027 | $5,680-11.5% | $6,842-26.5% | $3,740+34.4% |
| Admin fee / account holder | $285 | $6,053-95.3% | $9,309-96.9% | $5,306-94.6% |