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 | $98,941 | $154,117-35.8% | $129,995-23.9% | $139,434-29.0% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 18.05% | 32.48%-14.4pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,896 | $5,289-45.2% | $4,320-32.9% | $4,751-39.0% |
| Participant deferral / active EE | $7,123 | $6,710+6.2% | $5,820+22.4% | $6,710+6.2% |
| Admin fee / account holder | $241 | $14,007-98.3% | $10,614-97.7% | $11,403-97.9% |