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 | $81,110 | $153,311-47.1% | $109,313-25.8% | $273,961-70.4% |
| Participation rate | 94.4% | 80.1%+14.4pp | 71.3%+23.2pp | 83.0%+11.4pp |
| Annual return | 9.77% | 29.86%-20.1pp | 22.07%-12.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $830 | $5,619-85.2% | $3,892-78.7% | $4,869-83.0% |
| Participant deferral / active EE | $3,412 | $3,932-13.2% | $3,166+7.8% | $5,287-35.5% |
| Admin fee / account holder | $139 | $8,076-98.3% | $5,666-97.5% | $10,132-98.6% |