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 | $174,859 | $154,117+13.5% | $129,995+34.5% | $139,434+25.4% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 22.91% | 32.48%-9.6pp | -137.18%+160.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,941 | $5,289-44.4% | $4,320-31.9% | $4,751-38.1% |
| Participant deferral / active EE | $9,046 | $6,710+34.8% | $5,820+55.4% | $6,710+34.8% |
| Admin fee / account holder | $207 | $14,007-98.5% | $10,614-98.1% | $11,403-98.2% |