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 | $100,428 | $127,777-21.4% | $106,548-5.7% | $167,490-40.0% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 14.29% | 33.87%-19.6pp | 26.80%-12.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,789 | $3,427-18.6% | $2,819-1.0% | $4,837-42.3% |
| Participant deferral / active EE | $8,012 | $5,087+57.5% | $4,398+82.2% | $6,341+26.3% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |