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 | $85,836 | $107,452-20.1% | $91,541-6.2% | $142,382-39.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 13.72% | 22.06%-8.3pp | 20.50%-6.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,932 | $2,994+98.1% | $2,505+136.9% | $4,299+38.0% |
| Participant deferral / active EE | $3,199 | $4,754-32.7% | $4,008-20.2% | $6,507-50.8% |
| Admin fee / account holder | $139 | $8,834-98.4% | $6,956-98.0% | $12,624-98.9% |