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 | $114,025 | $98,750+15.5% | $149,696-23.8% | $79,858+42.8% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 16.51% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,476 | $3,216-54.1% | $4,644-68.2% | $2,471-40.3% |
| Participant deferral / active EE | $3,742 | $5,680-34.1% | $6,842-45.3% | $3,740+0.1% |
| Admin fee / account holder | $205 | $6,053-96.6% | $9,309-97.8% | $5,306-96.1% |