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 | $62,750 | $85,766-26.8% | $136,294-54.0% | $70,131-10.5% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 17.85% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,026 | $2,966-65.4% | $4,695-78.1% | $2,342-56.2% |
| Participant deferral / active EE | $5,414 | $5,051+7.2% | $6,247-13.3% | $3,332+62.5% |
| Admin fee / account holder | $36 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |