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 | $175,800 | $100,754+74.5% | $86,677+102.8% | $134,475+30.7% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | 1.73% | 29.04%-27.3pp | 35.91%-34.2pp | 417.96%-416.2pp |
| Employer contribution / active EE | $2,778 | $3,489-20.4% | $2,836-2.1% | $4,740-41.4% |
| Participant deferral / active EE | $6,077 | $5,338+13.9% | $4,656+30.5% | $6,400-5.0% |
| Admin fee / account holder | $146 | $10,926-98.7% | $7,493-98.0% | $11,426-98.7% |