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 | $89,931 | $126,574-29.0% | $106,213-15.3% | $145,922-38.4% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 11.87% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,510 | $3,730-32.7% | $3,171-20.8% | $4,660-46.1% |
| Participant deferral / active EE | $7,706 | $5,724+34.6% | $5,016+53.6% | $6,688+15.2% |
| Admin fee / account holder | $209 | $17,304-98.8% | $11,033-98.1% | $13,397-98.4% |