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 | $103,109 | $100,773+2.3% | $88,946+15.9% | $142,382-27.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 18.61% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $896 | $2,918-69.3% | $2,555-64.9% | $4,299-79.2% |
| Participant deferral / active EE | $7,047 | $5,230+34.7% | $4,581+53.8% | $6,507+8.3% |
| Admin fee / account holder | $6 | $9,693-99.9% | $8,261-99.9% | $12,624-100.0% |