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 | $100,366 | $58,577+71.3% | $83,333+20.4% | $64,186+56.4% |
| Participation rate | 96.9% | 72.0%+24.8pp | 77.8%+19.1pp | 69.6%+27.3pp |
| Annual return | -4.57% | 9.65%-14.2pp | 10.63%-15.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,320 | $2,098+58.2% | $3,379-1.7% | $2,381+39.4% |
| Participant deferral / active EE | $8,094 | $4,654+73.9% | $5,565+45.4% | $3,470+133.3% |
| Admin fee / account holder | $70 | $9,275-99.2% | $7,510-99.1% | $4,888-98.6% |