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 | $62,748 | $114,381-45.1% | $107,525-41.6% | $142,382-55.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.42% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,883 | $4,015-53.1% | $3,754-49.8% | $4,299-56.2% |
| Participant deferral / active EE | $6,744 | $5,564+21.2% | $5,116+31.8% | $6,507+3.6% |
| Admin fee / account holder | $12 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |