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 4-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 | $70,249 | $124,425-43.5% | $112,040-37.3% | $137,256-48.8% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 21.43% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,507 | $3,411-26.5% | $2,954-15.1% | $4,156-39.7% |
| Participant deferral / active EE | $3,441 | $5,718-39.8% | $5,098-32.5% | $6,407-46.3% |
| Admin fee / account holder | $240 | $15,207-98.4% | $12,098-98.0% | $12,270-98.0% |