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 | $62,969 | $54,705+15.1% | $71,209-11.6% | $84,808-25.8% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 15.56% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,368 | $2,158-36.6% | $2,721-49.7% | $2,631-48.0% |
| Participant deferral / active EE | $9,003 | $3,030+197.1% | $4,175+115.6% | $4,212+113.8% |
| Admin fee / account holder | $300 | $4,863-93.8% | $5,349-94.4% | $7,344-95.9% |