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 | $89,161 | $65,041+37.1% | $90,951-2.0% | $79,858+11.6% |
| Participation rate | 82.8% | 61.6%+21.2pp | 69.0%+13.7pp | 69.6%+13.1pp |
| Annual return | 14.10% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,922 | $1,247+54.1% | $2,122-9.4% | $2,471-22.2% |
| Participant deferral / active EE | $3,569 | $2,512+42.1% | $3,373+5.8% | $3,740-4.6% |
| Admin fee / account holder | $183 | $4,536-96.0% | $5,959-96.9% | $5,306-96.6% |