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 | $72,071+29.8% | $68,368+36.8% | $137,256-31.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.83% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $571 | $2,788-79.5% | $2,649-78.4% | $4,156-86.3% |
| Participant deferral / active EE | $5,249 | $4,410+19.0% | $4,123+27.3% | $6,407-18.1% |
| Admin fee / account holder | $8 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |