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 | $106,367 | $65,041+63.5% | $90,951+16.9% | $79,858+33.2% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | 13.87% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,103 | $1,247+68.6% | $2,122-0.9% | $2,471-14.9% |
| Participant deferral / active EE | $6,110 | $2,512+143.2% | $3,373+81.2% | $3,740+63.4% |
| Admin fee / account holder | $127 | $4,536-97.2% | $5,959-97.9% | $5,306-97.6% |