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 | $65,309 | $89,355-26.9% | $141,162-53.7% | $72,985-10.5% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 23.18% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,694 | $5,418-31.8% | $6,709-44.9% | $3,607+2.4% |
| Admin fee / account holder | $42 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |