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 | $116,489 | $103,376+12.7% | $87,100+33.7% | $152,861-23.8% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 19.02% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,075 | $3,220-66.6% | $2,521-57.4% | $4,762-77.4% |
| Participant deferral / active EE | $1,681 | $4,778-64.8% | $4,049-58.5% | $5,850-71.3% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |