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 | $64,837 | $209,336-69.0% | $197,124-67.1% | $137,256-52.8% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 26.55% | 48.09%-21.5pp | 44.34%-17.8pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,637 | $6,591-60.0% | $6,227-57.7% | $4,156-36.6% |
| Participant deferral / active EE | $5,752 | $9,614-40.2% | $9,135-37.0% | $6,407-10.2% |
| Admin fee / account holder | $81 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |