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 | $69,990 | $96,557-27.5% | $80,975-13.6% | $273,961-74.5% |
| Participation rate | 92.3% | 79.1%+13.2pp | 75.8%+16.5pp | 83.0%+9.3pp |
| Annual return | 12.16% | 15.14%-3.0pp | 17.10%-4.9pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,030 | $4,868-58.3% | $3,714-45.4% | $4,869-58.3% |
| Participant deferral / active EE | $8,096 | $6,598+22.7% | $5,696+42.1% | $5,287+53.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |