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 | $214,378-69.8% | $200,582-67.7% | $142,382-54.5% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 26.55% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,637 | $6,841-61.5% | $6,419-58.9% | $4,299-38.7% |
| Participant deferral / active EE | $5,752 | $9,865-41.7% | $9,331-38.4% | $6,507-11.6% |
| Admin fee / account holder | $81 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |