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 | $114,540 | $100,326+14.2% | $180,183-36.4% | $84,808+35.1% |
| Participation rate | 94.9% | 71.0%+23.9pp | 77.4%+17.4pp | 68.3%+26.6pp |
| Annual return | 18.04% | 17.86%+0.2pp | 27.86%-9.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,694 | $3,269-17.6% | $5,039-46.5% | $2,631+2.4% |
| Participant deferral / active EE | $4,471 | $5,066-11.7% | $6,822-34.5% | $4,212+6.2% |
| Admin fee / account holder | $101 | $9,674-99.0% | $19,975-99.5% | $7,344-98.6% |