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 | $67,735 | $53,127+27.5% | $86,590-21.8% | $70,131-3.4% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 24.37% | 27.66%-3.3pp | 964.84%-940.5pp | 73.14%-48.8pp |
| Employer contribution / active EE | $2,680 | $2,068+29.6% | $2,839-5.6% | $2,342+14.4% |
| Participant deferral / active EE | $4,328 | $2,696+60.5% | $3,609+19.9% | $3,332+29.9% |
| Admin fee / account holder | $2 | $3,585-99.9% | $4,906-100.0% | $4,645-100.0% |