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 | $118,085 | $52,380+125.4% | $98,755+19.6% | $85,850+37.5% |
| Participation rate | 92.6% | 58.0%+34.6pp | 65.7%+26.9pp | 69.3%+23.3pp |
| Annual return | 11.64% | 25.82%-14.2pp | 49.91%-38.3pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,189 | $1,337-11.1% | $2,067-42.5% | $2,565-53.6% |
| Participant deferral / active EE | $7,160 | $2,101+240.8% | $3,035+135.9% | $3,952+81.2% |
| Admin fee / account holder | $3 | $3,865-99.9% | $4,076-99.9% | $6,260-99.9% |