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 | $120,013 | $88,707+35.3% | $74,183+61.8% | $273,961-56.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.38% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,998 | $3,159-36.8% | $2,370-15.7% | $4,869-59.0% |
| Participant deferral / active EE | $4,431 | $4,212+5.2% | $3,550+24.8% | $5,287-16.2% |
| Admin fee / account holder | $20 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |