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 | $142,746 | $117,983+21.0% | $101,794+40.2% | $142,382+0.3% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.2%+26.3pp | 80.1%+15.3pp |
| Annual return | 14.12% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,372 | $2,773-50.5% | $2,289-40.1% | $4,299-68.1% |
| Participant deferral / active EE | $4,139 | $4,714-12.2% | $4,084+1.4% | $6,507-36.4% |
| Admin fee / account holder | $117 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |