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 | $110,589 | $105,859+4.5% | $90,160+22.7% | $147,584-25.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 14.78% | 37.63%-22.8pp | 34.88%-20.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,204 | $4,126-46.6% | $3,318-33.6% | $4,876-54.8% |
| Participant deferral / active EE | $5,509 | $5,733-3.9% | $5,288+4.2% | $5,439+1.3% |
| Admin fee / account holder | $271 | $8,046-96.6% | $5,943-95.4% | $10,885-97.5% |