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 | $120,838 | $99,341+21.6% | $84,750+42.6% | $273,961-55.9% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.23% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,725 | $4,214-59.1% | $3,574-51.7% | $4,869-64.6% |
| Participant deferral / active EE | $5,215 | $4,269+22.1% | $3,712+40.5% | $5,287-1.4% |
| Admin fee / account holder | $25 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |