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 | $127,817 | $178,174-28.3% | $156,181-18.2% | $137,256-6.9% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 17.29% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $10,766 | $4,972+116.6% | $4,294+150.7% | $4,156+159.1% |
| Participant deferral / active EE | $5,654 | $6,888-17.9% | $6,132-7.8% | $6,407-11.7% |
| Admin fee / account holder | $16 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |