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 | $93,898 | $103,376-9.2% | $87,100+7.8% | $152,861-38.6% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 21.46% | 28.10%-6.6pp | 28.19%-6.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,655 | $3,220-17.5% | $2,521+5.3% | $4,762-44.2% |
| Participant deferral / active EE | $4,625 | $4,778-3.2% | $4,049+14.2% | $5,850-20.9% |
| Admin fee / account holder | $29 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |