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 | $133,088 | $89,355+48.9% | $141,162-5.7% | $72,985+82.4% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 22.26% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,656 | $3,114-14.7% | $4,735-43.9% | $2,440+8.9% |
| Participant deferral / active EE | $4,122 | $5,418-23.9% | $6,709-38.6% | $3,607+14.3% |
| Admin fee / account holder | $41 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |