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 | $65,783 | $99,652-34.0% | $78,778-16.5% | $147,584-55.4% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 10.59% | 47.28%-36.7pp | 35.62%-25.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,594 | $2,796-43.0% | $1,986-19.7% | $4,876-67.3% |
| Participant deferral / active EE | $6,647 | $3,664+81.4% | $2,958+124.7% | $5,439+22.2% |
| Admin fee / account holder | $4 | $7,155-100.0% | $5,134-99.9% | $10,885-100.0% |