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 | $108,825-5.5% | $156,181-34.2% | $82,448+24.7% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 19.34% | 20.59%-1.3pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,076 | $2,870+42.0% | $4,294-5.1% | $2,551+59.8% |
| Participant deferral / active EE | $9,575 | $4,577+109.2% | $6,132+56.1% | $4,139+131.3% |
| Admin fee / account holder | $11 | $9,341-99.9% | $14,586-99.9% | $7,234-99.8% |