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 | $97,761 | $89,355+9.4% | $141,162-30.7% | $72,985+33.9% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 22.16% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,638 | $3,114-15.3% | $4,735-44.3% | $2,440+8.1% |
| Participant deferral / active EE | $4,835 | $5,418-10.8% | $6,709-27.9% | $3,607+34.0% |
| Admin fee / account holder | $73 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |