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 | $92,638 | $68,073+36.1% | $76,080+21.8% | $85,850+7.9% |
| Participation rate | 85.4% | 72.5%+12.8pp | 79.4%+5.9pp | 69.3%+16.1pp |
| Annual return | 15.61% | 19.42%-3.8pp | 42.50%-26.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $889 | $3,209-72.3% | $3,962-77.6% | $2,565-65.3% |
| Participant deferral / active EE | $8,437 | $3,799+122.1% | $4,905+72.0% | $3,952+113.5% |
| Admin fee / account holder | $132 | $3,422-96.1% | $4,883-97.3% | $6,260-97.9% |