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 | $94,084 | $77,419+21.5% | $69,455+35.5% | $152,861-38.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 22.22% | 39.06%-16.8pp | 28.97%-6.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,468 | $3,315-55.7% | $2,779-47.2% | $4,762-69.2% |
| Participant deferral / active EE | $3,725 | $4,414-15.6% | $3,535+5.4% | $5,850-36.3% |
| Admin fee / account holder | $6 | $6,207-99.9% | $3,839-99.8% | $11,596-99.9% |