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 | $100,907 | $78,422+28.7% | $95,952+5.2% | $79,858+26.4% |
| Participation rate | 91.9% | 73.5%+18.4pp | 77.1%+14.8pp | 69.6%+22.3pp |
| Annual return | 20.27% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,006 | $1,945-48.3% | $2,541-60.4% | $2,471-59.3% |
| Participant deferral / active EE | $2,896 | $3,440-15.8% | $4,167-30.5% | $3,740-22.6% |
| Admin fee / account holder | $86 | $5,622-98.5% | $6,795-98.7% | $5,306-98.4% |