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 | $202,479 | $127,065+59.4% | $113,168+78.9% | $142,382+42.2% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 14.44% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,328 | $3,442-32.4% | $2,975-21.8% | $4,299-45.9% |
| Participant deferral / active EE | $5,776 | $5,716+1.0% | $5,107+13.1% | $6,507-11.2% |
| Admin fee / account holder | $10 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |