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 | $126,097 | $48,364+160.7% | $71,796+75.6% | $62,891+100.5% |
| Participation rate | 90.0% | 60.6%+29.4pp | 69.1%+20.9pp | 69.3%+20.7pp |
| Annual return | 9.66% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $749 | $1,042-28.1% | $1,924-61.1% | $2,281-67.2% |
| Participant deferral / active EE | $4,540 | $2,091+117.1% | $2,794+62.5% | $3,203+41.8% |
| Admin fee / account holder | $132 | $3,771-96.5% | $4,815-97.3% | $4,296-96.9% |