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 | $88,800 | $135,952-34.7% | $123,892-28.3% | $273,961-67.6% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 4.98% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,056 | $5,170-21.5% | $4,617-12.1% | $4,869-16.7% |
| Participant deferral / active EE | $7,979 | $6,343+25.8% | $5,984+33.3% | $5,287+50.9% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |