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 | $83,647 | $124,281-32.7% | $109,143-23.4% | $167,490-50.1% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 11.85% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,744 | $4,207-58.5% | $3,722-53.1% | $4,837-63.9% |
| Participant deferral / active EE | $3,801 | $5,255-27.7% | $4,653-18.3% | $6,341-40.1% |
| Admin fee / account holder | $61 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |