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 | $79,763 | $135,952-41.3% | $123,892-35.6% | $273,961-70.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 50.32% | 56.63%-6.3pp | 47.52%+2.8pp | 41.45%+8.9pp |
| Employer contribution / active EE | $8,879 | $5,170+71.7% | $4,617+92.3% | $4,869+82.4% |
| Participant deferral / active EE | $11,289 | $6,343+78.0% | $5,984+88.6% | $5,287+113.5% |
| Admin fee / account holder | $29 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |