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 | $27,532 | $53,127-48.2% | $86,590-68.2% | $70,131-60.7% |
| Participation rate | 94.7% | 65.3%+29.4pp | 73.5%+21.2pp | 69.5%+25.2pp |
| Annual return | 21.89% | 27.66%-5.8pp | 964.84%-943.0pp | 73.14%-51.3pp |
| Employer contribution / active EE | $3,174 | $2,068+53.5% | $2,839+11.8% | $2,342+35.5% |
| Participant deferral / active EE | $5,483 | $2,696+103.4% | $3,609+51.9% | $3,332+64.6% |
| Admin fee / account holder | $5 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |