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 | $60,864 | $88,710-31.4% | $81,783-25.6% | $145,959-58.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 13.18% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $3,477 | $3,083+12.8% | $2,913+19.4% | $4,661-25.4% |
| Participant deferral / active EE | $9,974 | $4,645+114.7% | $4,320+130.9% | $6,689+49.1% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |