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 | $144,133 | $106,515+35.3% | $96,683+49.1% | $139,434+3.4% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 17.13% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,582 | $4,103-61.5% | $3,737-57.7% | $4,751-66.7% |
| Participant deferral / active EE | $3,985 | $5,454-26.9% | $4,878-18.3% | $6,710-40.6% |
| Admin fee / account holder | $11 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |