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 | $132,712 | $118,450+12.0% | $98,439+34.8% | $139,434-4.8% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 17.38% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $981 | $3,609-72.8% | $3,048-67.8% | $4,751-79.3% |
| Participant deferral / active EE | $3,444 | $5,392-36.1% | $4,738-27.3% | $6,710-48.7% |
| Admin fee / account holder | $9 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |