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 | $153,024 | $176,812-13.5% | $146,665+4.3% | $167,490-8.6% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 22.54% | 24.03%-1.5pp | 22.74%-0.2pp | 478.56%-456.0pp |
| Employer contribution / active EE | $4,706 | $5,160-8.8% | $4,136+13.8% | $4,837-2.7% |
| Participant deferral / active EE | $10,551 | $6,440+63.8% | $5,506+91.6% | $6,341+66.4% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |