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 | $220,653 | $181,894+21.3% | $156,549+40.9% | $273,961-19.5% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 7.04% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,632 | $6,248-73.9% | $5,501-70.3% | $4,869-66.5% |
| Participant deferral / active EE | $8,761 | $5,550+57.8% | $4,871+79.9% | $5,287+65.7% |
| Admin fee / account holder | $61 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |