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 | $72,721 | $81,632-10.9% | $70,449+3.2% | $158,922-54.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 15.94% | 208.40%-192.5pp | 109.03%-93.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,316 | $3,217-59.1% | $2,737-51.9% | $4,761-72.4% |
| Participant deferral / active EE | $3,314 | $4,554-27.2% | $3,709-10.6% | $5,982-44.6% |
| Admin fee / account holder | $287 | $6,193-95.4% | $3,845-92.5% | $11,246-97.4% |