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 | $71,018 | $118,450-40.0% | $98,439-27.9% | $139,434-49.1% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 22.26% | 18.94%+3.3pp | 21.16%+1.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,150 | $3,609-12.7% | $3,048+3.3% | $4,751-33.7% |
| Participant deferral / active EE | $8,319 | $5,392+54.3% | $4,738+75.6% | $6,710+24.0% |
| Admin fee / account holder | $142 | $14,026-99.0% | $8,948-98.4% | $11,403-98.8% |