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 | $102,776 | $89,355+15.0% | $141,162-27.2% | $72,985+40.8% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 29.13% | 111.85%-82.7pp | 71.39%-42.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $4,358 | $3,114+39.9% | $4,735-8.0% | $2,440+78.6% |
| Participant deferral / active EE | $10,214 | $5,418+88.5% | $6,709+52.2% | $3,607+183.1% |
| Admin fee / account holder | $41 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |