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 | $60,530 | $62,672-3.4% | $185,117-67.3% | $70,131-13.7% |
| Participation rate | 78.4% | 63.8%+14.6pp | 77.3%+1.1pp | 69.5%+8.8pp |
| Annual return | 18.12% | 40.79%-22.7pp | 40.50%-22.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $302 | $1,753-82.8% | $4,182-92.8% | $2,342-87.1% |
| Participant deferral / active EE | $4,416 | $3,272+35.0% | $5,045-12.5% | $3,332+32.5% |
| Admin fee / account holder | $12 | $3,932-99.7% | $8,159-99.9% | $4,645-99.7% |