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 | $65,792 | $127,264-48.3% | $109,895-40.1% | $167,490-60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 29.03% | 22.97%+6.1pp | 29.45%-0.4pp | 478.56%-449.5pp |
| Employer contribution / active EE | $4,925 | $3,322+48.2% | $2,842+73.2% | $4,837+1.8% |
| Participant deferral / active EE | $4,648 | $4,514+3.0% | $4,048+14.8% | $6,341-26.7% |
| Admin fee / account holder | $224 | $7,114-96.8% | $6,066-96.3% | $12,309-98.2% |