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 | $92,670 | $89,355+3.7% | $141,162-34.4% | $72,985+27.0% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.4pp | 69.5%+2.6pp |
| Annual return | 27.05% | 111.85%-84.8pp | 71.39%-44.3pp | 81.00%-54.0pp |
| Employer contribution / active EE | $719 | $3,114-76.9% | $4,735-84.8% | $2,440-70.5% |
| Participant deferral / active EE | $5,366 | $5,418-1.0% | $6,709-20.0% | $3,607+48.8% |
| Admin fee / account holder | $11 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |