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 6-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 | $45,575 | $48,795-6.6% | $65,493-30.4% | $84,808-46.3% |
| Participation rate | 95.2% | 67.0%+28.3pp | 73.1%+22.1pp | 68.3%+26.9pp |
| Annual return | 20.18% | 20.20%0pp | 982.45%-962.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,214 | $1,930+66.6% | $2,574+24.9% | $2,631+22.2% |
| Participant deferral / active EE | $6,165 | $2,928+110.5% | $3,961+55.6% | $4,212+46.4% |
| Admin fee / account holder | $214 | $3,877-94.5% | $5,028-95.7% | $7,344-97.1% |