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 | $56,274 | $72,071-21.9% | $68,368-17.7% | $137,256-59.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 17.39% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,089 | $2,788+10.8% | $2,649+16.6% | $4,156-25.7% |
| Participant deferral / active EE | $3,144 | $4,410-28.7% | $4,123-23.7% | $6,407-50.9% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |