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 | $135,698 | $85,202+59.3% | $172,739-21.4% | $72,985+85.9% |
| Participation rate | 74.3% | 70.1%+4.2pp | 82.6%-8.4pp | 69.5%+4.8pp |
| Annual return | 21.23% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,277 | $3,324-31.5% | $5,143-55.7% | $2,440-6.7% |
| Participant deferral / active EE | $4,332 | $3,260+32.9% | $5,198-16.7% | $3,607+20.1% |
| Admin fee / account holder | $140 | $5,884-97.6% | $13,954-99.0% | $5,124-97.3% |