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 | $134,098 | $106,515+25.9% | $96,683+38.7% | $139,434-3.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.15% | 38.43%-20.3pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,620 | $4,103-36.1% | $3,737-29.9% | $4,751-44.9% |
| Participant deferral / active EE | $7,776 | $5,454+42.6% | $4,878+59.4% | $6,710+15.9% |
| Admin fee / account holder | $16 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |