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 | $153,507 | $115,882+32.5% | $100,516+52.7% | $158,922-3.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 18.03% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $4,573 | $4,103+11.5% | $3,418+33.8% | $4,761-3.9% |
| Participant deferral / active EE | $9,359 | $6,674+40.2% | $6,270+49.3% | $5,982+56.4% |
| Admin fee / account holder | $12 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |