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 | $73,676 | $101,724-27.6% | $164,813-55.3% | $80,856-8.9% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.6%+19.5pp |
| Annual return | 11.47% | 16.72%-5.2pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,900 | $2,953-35.7% | $4,341-56.2% | $2,755-31.0% |
| Participant deferral / active EE | $6,108 | $4,477+36.4% | $6,031+1.3% | $4,296+42.2% |
| Admin fee / account holder | $12 | $8,227-99.9% | $12,690-99.9% | $6,918-99.8% |