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 | $93,196 | $52,681+76.9% | $75,781+23.0% | $59,632+56.3% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.8%+16.2pp | 68.7%+23.3pp |
| Annual return | -0.56% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,769 | $2,193-19.3% | $3,323-46.8% | $2,203-19.7% |
| Participant deferral / active EE | $3,823 | $2,591+47.6% | $3,651+4.7% | $3,192+19.8% |
| Admin fee / account holder | $22 | $3,610-99.4% | $5,299-99.6% | $4,297-99.5% |