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 | $123,960 | $93,346+32.8% | $71,796+72.7% | $273,961-54.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 8.49% | 130.39%-121.9pp | 78.04%-69.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,487 | $2,733-45.6% | $1,924-22.7% | $4,869-69.5% |
| Participant deferral / active EE | $5,778 | $3,475+66.3% | $2,794+106.8% | $5,287+9.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |