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 | $37,559 | $135,952-72.4% | $123,892-69.7% | $273,961-86.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 62.42% | 56.63%+5.8pp | 47.52%+14.9pp | 41.45%+21.0pp |
| Employer contribution / active EE | $6,250 | $5,170+20.9% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $6,360 | $6,343+0.3% | $5,984+6.3% | $5,287+20.3% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |