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 | $142,081 | $99,341+43.0% | $84,750+67.6% | $273,961-48.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.60% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,363 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $6,468 | $4,269+51.5% | $3,712+74.3% | $5,287+22.3% |
| Admin fee / account holder | $10 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |