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 7-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 | $114,366 | $127,065-10.0% | $113,168+1.1% | $142,382-19.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 20.49% | 24.03%-3.5pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,612 | $3,442-24.1% | $2,975-12.2% | $4,299-39.2% |
| Participant deferral / active EE | $7,172 | $5,716+25.5% | $5,107+40.4% | $6,507+10.2% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |