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 | $104,047 | $99,079+5.0% | $77,999+33.4% | $273,961-62.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 7.71% | 217.93%-210.2pp | 425.96%-418.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,884 | $3,308-43.0% | $2,470-23.7% | $4,869-61.3% |
| Participant deferral / active EE | $9,135 | $4,306+112.1% | $3,497+161.2% | $5,287+72.8% |
| Admin fee / account holder | $239 | $8,954-97.3% | $5,480-95.6% | $10,132-97.6% |