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 | $63,531 | $74,927-15.2% | $101,794-37.6% | $84,808-25.1% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.2%+27.7pp | 68.3%+28.6pp |
| Annual return | 22.19% | 18.70%+3.5pp | 30.53%-8.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,833 | $1,522+86.1% | $2,289+23.8% | $2,631+7.7% |
| Participant deferral / active EE | $4,704 | $3,099+51.8% | $4,084+15.2% | $4,212+11.7% |
| Admin fee / account holder | $30 | $6,514-99.5% | $8,777-99.7% | $7,344-99.6% |