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 | $113,355 | $99,921+13.4% | $85,009+33.3% | $145,959-22.3% |
| Participation rate | 82.4% | 74.1%+8.3pp | 67.5%+14.8pp | 80.3%+2.1pp |
| Annual return | 12.94% | 83.89%-70.9pp | 66.47%-53.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,208 | $3,233-31.7% | $2,728-19.1% | $4,661-52.6% |
| Participant deferral / active EE | $5,404 | $5,293+2.1% | $4,522+19.5% | $6,689-19.2% |
| Admin fee / account holder | $241 | $7,252-96.7% | $6,153-96.1% | $13,398-98.2% |