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 | $93,110 | $149,679-37.8% | $117,039-20.4% | $147,584-36.9% |
| Participation rate | 90.5% | 83.5%+7.0pp | 77.2%+13.3pp | 82.8%+7.6pp |
| Annual return | 18.66% | 19.31%-0.7pp | 18.95%-0.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,480 | $4,937-70.0% | $3,785-60.9% | $4,876-69.7% |
| Participant deferral / active EE | $2,507 | $4,912-49.0% | $3,929-36.2% | $5,439-53.9% |
| Admin fee / account holder | $30 | $7,856-99.6% | $5,974-99.5% | $10,885-99.7% |