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 | $120,058 | $114,381+5.0% | $107,525+11.7% | $142,382-15.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 22.43% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,313 | $4,015-42.4% | $3,754-38.4% | $4,299-46.2% |
| Participant deferral / active EE | $2,417 | $5,564-56.6% | $5,116-52.7% | $6,507-62.9% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |