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 | $79,430 | $165,335-52.0% | $149,696-46.9% | $158,922-50.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 22.76% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,238 | $5,103-56.1% | $4,644-51.8% | $4,761-53.0% |
| Participant deferral / active EE | $11,087 | $7,181+54.4% | $6,842+62.1% | $5,982+85.3% |
| Admin fee / account holder | $23 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |