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 | $160,956 | $91,037+76.8% | $71,671+124.6% | $147,584+9.1% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 20.80% | 20.48%+0.3pp | 20.65%+0.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,894 | $3,327+17.0% | $2,460+58.3% | $4,876-20.1% |
| Participant deferral / active EE | $10,747 | $4,498+138.9% | $3,438+212.6% | $5,439+97.6% |
| Admin fee / account holder | $284 | $8,613-96.7% | $5,558-94.9% | $10,885-97.4% |