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 | $65,192 | $62,672+4.0% | $185,117-64.8% | $70,131-7.0% |
| Participation rate | 75.0% | 63.8%+11.2pp | 77.3%-2.3pp | 69.5%+5.5pp |
| Annual return | 18.98% | 40.79%-21.8pp | 40.50%-21.5pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,497 | $1,753-14.6% | $4,182-64.2% | $2,342-36.1% |
| Participant deferral / active EE | $4,457 | $3,272+36.2% | $5,045-11.7% | $3,332+33.8% |
| Admin fee / account holder | $8 | $3,932-99.8% | $8,159-99.9% | $4,645-99.8% |