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 | $100,856 | $112,881-10.7% | $90,951+10.9% | $158,922-36.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 15.79% | 215.79%-200.0pp | 134.60%-118.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,973 | $2,893-31.8% | $2,122-7.0% | $4,761-58.6% |
| Participant deferral / active EE | $5,828 | $4,128+41.2% | $3,373+72.8% | $5,982-2.6% |
| Admin fee / account holder | $4 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |