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 | $64,627 | $65,685-1.6% | $57,179+13.0% | $273,961-76.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.45% | 21.99%-14.5pp | 14.59%-7.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,490 | $3,279+6.5% | $2,682+30.1% | $4,869-28.3% |
| Participant deferral / active EE | $5,092 | $3,782+34.6% | $3,096+64.5% | $5,287-3.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |