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 | $93,559 | $74,888+24.9% | $71,209+31.4% | $142,382-34.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.83% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $571 | $2,854-80.0% | $2,721-79.0% | $4,299-86.7% |
| Participant deferral / active EE | $5,249 | $4,454+17.8% | $4,175+25.7% | $6,507-19.3% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |