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 | $63,116 | $108,825-42.0% | $156,181-59.6% | $82,448-23.4% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 16.82% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $3,333 | $2,870+16.2% | $4,294-22.4% | $2,551+30.7% |
| Participant deferral / active EE | $5,463 | $4,577+19.4% | $6,132-10.9% | $4,139+32.0% |
| Admin fee / account holder | $5 | $9,341-99.9% | $14,586-100.0% | $7,234-99.9% |