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 | $89,051 | $72,177+23.4% | $115,037-22.6% | $59,632+49.3% |
| Participation rate | 86.7% | 72.6%+14.1pp | 81.4%+5.3pp | 68.7%+18.0pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $3,354 | $2,841+18.0% | $4,608-27.2% | $2,203+52.3% |
| Participant deferral / active EE | $8,432 | $4,783+76.3% | $6,026+39.9% | $3,192+164.2% |
| Admin fee / account holder | $6 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |