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 | $102,587 | $89,753+14.3% | $107,525-4.6% | $84,808+21.0% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 19.03% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,764 | $3,113-11.2% | $3,754-26.4% | $2,631+5.1% |
| Participant deferral / active EE | $5,944 | $4,056+46.5% | $5,116+16.2% | $4,212+41.1% |
| Admin fee / account holder | $18 | $7,222-99.7% | $8,919-99.8% | $7,344-99.8% |