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 | $113,966 | $50,082+127.6% | $93,406+22.0% | $79,858+42.7% |
| Participation rate | 89.3% | 60.9%+28.4pp | 66.8%+22.5pp | 69.6%+19.7pp |
| Annual return | 19.78% | 24.59%-4.8pp | 78.05%-58.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $819 | $1,303-37.1% | $2,075-60.5% | $2,471-66.8% |
| Participant deferral / active EE | $5,191 | $2,212+134.6% | $3,126+66.1% | $3,740+38.8% |
| Admin fee / account holder | $2 | $3,454-99.9% | $5,230-100.0% | $5,306-100.0% |