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 | $106,266 | $67,606+57.2% | $82,313+29.1% | $70,131+51.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 16.28% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,552 | $1,755-11.6% | $2,428-36.1% | $2,342-33.7% |
| Participant deferral / active EE | $4,755 | $2,987+59.2% | $3,706+28.3% | $3,332+42.7% |
| Admin fee / account holder | $141 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |