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 9-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 | $102,800 | $109,413-6.0% | $156,263-34.2% | $84,808+21.2% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 19.34% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,076 | $2,907+40.2% | $4,333-5.9% | $2,631+54.9% |
| Participant deferral / active EE | $9,575 | $4,590+108.6% | $6,158+55.5% | $4,212+127.4% |
| Admin fee / account holder | $11 | $9,357-99.9% | $14,255-99.9% | $7,344-99.9% |