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 | $97,997 | $106,515-8.0% | $96,683+1.4% | $139,434-29.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.69% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $4,913 | $4,103+19.7% | $3,737+31.5% | $4,751+3.4% |
| Participant deferral / active EE | $9,920 | $5,454+81.9% | $4,878+103.3% | $6,710+47.8% |
| Admin fee / account holder | $55 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |