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 | $62,701 | $99,652-37.1% | $78,778-20.4% | $147,584-57.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 13.69% | 47.28%-33.6pp | 35.62%-21.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,090 | $2,796-25.2% | $1,986+5.3% | $4,876-57.1% |
| Participant deferral / active EE | $4,567 | $3,664+24.7% | $2,958+54.4% | $5,439-16.0% |
| Admin fee / account holder | $11 | $7,155-99.8% | $5,134-99.8% | $10,885-99.9% |