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 | $73,715 | $107,934-31.7% | $91,989-19.9% | $152,861-51.8% |
| Participation rate | 81.3% | 81.2%+0.1pp | 78.6%+2.6pp | 82.4%-1.2pp |
| Annual return | 19.28% | 89.24%-70.0pp | 69.02%-49.7pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,647 | $6,364-11.3% | $5,923-4.7% | $5,850-3.5% |
| Admin fee / account holder | $9 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |