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 | $49,835 | $76,312-34.7% | $67,221-25.9% | $158,922-68.6% |
| Participation rate | 87.5% | 84.3%+3.2pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 13.10% | 22.77%-9.7pp | 20.72%-7.6pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,184 | $4,476-28.9% | $3,723-14.5% | $4,761-33.1% |
| Participant deferral / active EE | $6,553 | $5,264+24.5% | $4,384+49.5% | $5,982+9.5% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |