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 | $67,576 | $81,248-16.8% | $155,509-56.5% | $80,856-16.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.89% | 33.31%-16.4pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,700 | $3,100+19.3% | $4,672-20.8% | $2,755+34.3% |
| Participant deferral / active EE | $8,947 | $3,452+159.2% | $5,626+59.0% | $4,296+108.3% |
| Admin fee / account holder | $93 | $7,997-98.8% | $15,912-99.4% | $6,918-98.7% |