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 | $97,415 | $98,240-0.8% | $82,313+18.3% | $147,584-34.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.35% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,462 | $3,192-54.2% | $2,428-39.8% | $4,876-70.0% |
| Participant deferral / active EE | $5,360 | $4,383+22.3% | $3,706+44.6% | $5,439-1.4% |
| Admin fee / account holder | $36 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |