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 | $86,260 | $103,376-16.6% | $87,100-1.0% | $152,861-43.6% |
| Participation rate | 86.4% | 79.3%+7.0pp | 76.9%+9.5pp | 82.4%+3.9pp |
| Annual return | 22.56% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,982 | $3,220-7.4% | $2,521+18.3% | $4,762-37.4% |
| Participant deferral / active EE | $5,768 | $4,778+20.7% | $4,049+42.5% | $5,850-1.4% |
| Admin fee / account holder | $151 | $12,205-98.8% | $7,497-98.0% | $11,596-98.7% |