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 | $72,801 | $64,307+13.2% | $57,343+27.0% | $125,391-41.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 5.51% | 25.12%-19.6pp | 24.39%-18.9pp | 282.22%-276.7pp |
| Employer contribution / active EE | $1,144 | $3,193-64.2% | $2,689-57.4% | $4,866-76.5% |
| Participant deferral / active EE | $5,837 | $3,848+51.7% | $3,162+84.6% | $5,352+9.1% |
| Admin fee / account holder | $13 | $5,242-99.8% | $3,356-99.6% | $9,540-99.9% |