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 | $76,024 | $71,809+5.9% | $61,048+24.5% | $152,861-50.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 19.29% | 29.74%-10.4pp | 26.18%-6.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $5,450 | $4,545+19.9% | $3,716+46.6% | $4,762+14.4% |
| Participant deferral / active EE | $8,644 | $5,467+58.1% | $4,470+93.4% | $5,850+47.8% |
| Admin fee / account holder | $154 | $4,750-96.8% | $3,728-95.9% | $11,596-98.7% |