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 | $59,846 | $54,705+9.4% | $71,209-16.0% | $84,808-29.4% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 18.27% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,451 | $2,158+13.6% | $2,721-9.9% | $2,631-6.8% |
| Participant deferral / active EE | $1,101 | $3,030-63.7% | $4,175-73.6% | $4,212-73.9% |
| Admin fee / account holder | $104 | $4,863-97.9% | $5,349-98.1% | $7,344-98.6% |