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 | $56,192 | $53,822+4.4% | $75,696-25.8% | $85,850-34.5% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.7pp |
| Annual return | 19.08% | 24.54%-5.5pp | 104.53%-85.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $3,401 | $2,017+68.7% | $2,743+24.0% | $2,565+32.6% |
| Participant deferral / active EE | $2,079 | $2,895-28.2% | $3,821-45.6% | $3,952-47.4% |
| Admin fee / account holder | $21 | $3,343-99.4% | $3,619-99.4% | $6,260-99.7% |