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 | $65,002 | $105,126-38.2% | $94,646-31.3% | $139,434-53.4% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 27.38% | 38.03%-10.7pp | 156.71%-129.3pp | 372.94%-345.6pp |
| Employer contribution / active EE | $5,436 | $4,106+32.4% | $3,672+48.0% | $4,751+14.4% |
| Participant deferral / active EE | $10,775 | $7,599+41.8% | $7,418+45.3% | $6,710+60.6% |
| Admin fee / account holder | $110 | $8,984-98.8% | $7,231-98.5% | $11,403-99.0% |