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 | $62,214 | $78,705-21.0% | $117,854-47.2% | $70,131-11.3% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 23.83% | 23.30%+0.5pp | 335.08%-311.2pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,110 | $2,223-50.1% | $3,786-70.7% | $2,342-52.6% |
| Participant deferral / active EE | $5,602 | $3,297+69.9% | $4,482+25.0% | $3,332+68.1% |
| Admin fee / account holder | $84 | $5,065-98.3% | $8,020-98.9% | $4,645-98.2% |