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 | $70,525 | $48,076+46.7% | $78,689-10.4% | $62,891+12.1% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.2pp | 69.3%+28.5pp |
| Annual return | 8.06% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,466 | $2,015+72.0% | $2,851+21.6% | $2,281+52.0% |
| Participant deferral / active EE | $4,771 | $2,588+84.4% | $3,517+35.7% | $3,203+49.0% |
| Admin fee / account holder | $260 | $3,207-91.9% | $4,510-94.2% | $4,296-94.0% |