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 | $120,215 | $72,492+65.8% | $87,100+38.0% | $72,985+64.7% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 23.99% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,296 | $1,894+21.2% | $2,521-9.0% | $2,440-5.9% |
| Participant deferral / active EE | $4,760 | $3,270+45.6% | $4,049+17.6% | $3,607+32.0% |
| Admin fee / account holder | $213 | $5,055-95.8% | $7,497-97.2% | $5,124-95.8% |